Ruth Kitzmann [ChFEBC℠]
20800 Swenson Drive
Suite 325
Waukesha, WI 53186
Original Certification Date: 9/25/2007
ChFEBC℠ Number: 0K07WR590
ChFEBC℠, HR Certificate: 8/19/2022
Organization: Kitzmann Wealth Advisor of Raymond James
Broker Dealer: Raymond James
Phone: 262-207-3377
Cell: 414-379-0305
Fax: 844-262-4817
Email: ruth.kitzmann@raymondjames.com
Website: www.raymondjames.com/kitzmannwealthadvisory
States Currently Licensed: AZ, CO, GA, MI, MO, IA, NM, OH, PA, UT, WI, AR, DE, IL, MD, MN, NV, NC, OK, TN, VA, CA, FL, IN, MA, MS, NH, ND, OR, TX, WA
State Insurance License #: 369459
CRD #: 2579799
Primary Insurance: Based on the clients needs is what we will recommend there are many available. Pacific Life, Lincoln Financial, Prudential, Transamerica, Metlife, John Hancock to name a few
Primary Investment: We use a wide variety of investments to meet the needs of our clients, this could include stocks, bonds, mutual funds, annuities, insurance, trust services, medicare/medicaid planning, managed/money managers, closed end funds, exchange trades funds. Most importantly, we work individually with each client and their personal needs and situation
Services: 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, this includes wealth/financial planning
Additional Information: I am an Accredited Investment fiduciary as well, AIF