Adam Strumpf

Role
Senior Consultant at Demarche
Location
Overland Park, KS, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Adam Strumpf

Education college for financial planning/cfp board of standards/iafp/cfa…

Experience

  1. Senior Consultant

    Demarche

    Oct 1997 — Present · US

    As a Senior Consultant, I consult to DB/DC Plans, Public Funds, and Foundations/Endowments. Consulting services are in the areas of investment policy, implementation, and ongoing monitoring. In 1997, I received my Certified Financial Planner (CFP) designation, in was awarded the Chartered Mutual Fund Counselor (CMFC) designation, and in 2022 I was awarded the Chartered Alternative Investment Analyst designation (CAIA) I hold FINRA Securities Licenses 63 and 65, and I am a member of the CFA Institute and the Kansas City Society of Financial Analysts.

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Adam Strumpf — Senior Consultant at Demarche in Overland Park, KS, US | Unifers