Ruth Kitzmann [ChFEBC℠]
20800 Swenson Drive
Waukesha, WI 53186
Original Certification Date: 9/25/2007
ChFEBC℠ Number: W07K509R0
ChFEBC℠, HR Certificate: 8/19/2022
Organization: Raymond James
Broker Dealer: Raymond James
States Currently Licensed: AZ, AK, CA, CO, DE, FL, GA, ID, IL, MA, MN, MS, NV, NM, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, VT, VA, WI
State Insurance License #: 2341136
CRD #: 2579799
Primary Insurance: I am licensed with numerous insurance companies, and as we work on whatever scenario, we chose the insurance company/product that works best for you – We are able to use many insurance companies and are not proprietary
Primary Investment: As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning. Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan. Investments cover from CD’s, Bonds, stocks, Mutual Funds, insurance, annuities, government securities, closed end funds, unit investment trusts, exchange traded Funds, Long Term Care…….
Services: Complicated matters made simple. That is our ultimate goal, the mission that drives us. Bringing clarity and vision to all the financial decisions in your life is simply what we do. Our sound, straightforward process leads to practical recommendations designed just for you. To help you find the straightest line to achieving your goals, we offer an array of financial planning and investment services.
Additional Information: A Personalized Approach to Managing Your Wealth