Anthony Kosobud
Wealth Advisor - Leading the Wealth Management and Trust Services for First Interstate Wealth Management in western South Dakota
- Role
- Wealth Management Advisor at First Interstate
- Location
- Rapid City, SD, US
- LinkedIn followers
- 500 followers
About Anthony Kosobud
I am the lead Wealth Advisor for a team of six for First Interstate Wealth Management. We serve the clients of First Interstate Bank in western South Dakota. We provide wealth management, retirement plan services, and trust management for individual clients, businesses and foundations. We have branches that we manage in Rapid City, Spearfish, Deadwood, Custer, Sturgis, Hill City, Hot Springs, Belle Fourche and Wall. We are passionate about educating and motivating our clients to have a secure financial future.I am certified as a personal coach (CPC). In the past I have raised nearly $3 billion in annuity assets as a Regional Vice President based in Minnesota, North Dakota and South Dakota.I am born and raised in North Dakota. I attended the University of North Dakota. My family worked and owned banks in northern North Dakota. I started my career as a financial advisor for Firstar Bank in Minneapolis. I have lived in Minneapolis for the past 20+ years.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Wealth Management Advisor
Sep 2023 — Present · Rapid City, SD, US
As the lead Wealth Advisor of our western South Dakota wealth management team for First Interstate Bank, I have the pleasure of leading the wealth management and trust management for our team. Based in Rapid City, South Dakota we have 15 branches that we serve and advise. Focused on serving the great customers of First Interstate Bank which is headquartered in Billings, MT.
Education
Legacy Learning and Franklin Covey
Professional Certified Coach PCC™, Business Coach
2004 — 2005
University of North Dakota
BA English, English Language and Literature, General
1986 — 1991
Kaplan Financial Education
Behavioral Financial Advisor™, Behavioral Sciences
2018 — 2019
Skills
- Alternative Investments
- 401k
- Medicare Benefits
- Series 7
- Retirement Planning
- Series 63
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Life Insurance
- Fixed Annuities
- Social Security Benefits
- Disability Insurance
- Charitable Giving
- Asset Management
- Wealth Management
- Financial Advisory
- Long Term Care Insurance
- Financial Services
- Asset Allocation
- Mutual Funds
- Long-Term Care
- Variable Annuities
- Series 6
- Insurance
- Investments
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