Kurt A. Hildebrand
Financial Planner & College Planner at The Hildebrand Financial Group, LLC
- Role
- Financial Planner & CEO at Hildebrand Financial Group, Llc
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Kurt A. Hildebrand
Along with a team of professionals, I provide comprehensive financial strategies and guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in OH and securities in OH.
Experience
Financial Planner & CEO
Hildebrand Financial Group, Llc
Nov 2006 — Present
The Hildebrand Financial Group is a comprehensive financial brokerage. Our focus is to research and provide the best plans based on our clients\' situations and needs. Special emphasis is given to-Retirement and College Planning with a focus on Wealth Accumulation-Appropriate levels and types of insurance focusing on Life, Disability, Long Term Care and Health insurance as well as Property & Casualty.
Education
Edgewood University
Doctorate of Business Administration, Business Administration
The American College of Financial Services
ChFC, LUTCF & CFP Curriculum Certificate, Financial Planning and Services
Mount Gilead High School
High School Diploma, College Prep.
1993 — 1997
The Ohio State University
Guest Student, Psychology
2001 — 2002
Ohio Dominican University
Master of Business Administration (M.B.A.), Business and Financial Planning
2005 — 2007
Bowling Green State University
Bachelor's Degree, Interpersonal Communication
1997 — 2003
Skills
- Whole Life
- Life Insurance
- Finance
- Life, Health, & Variable Annuities Licensed
- Series 63
- Fixed Annuities
- Property & Casualty Insurance
- Series 7
- Mfp (Master Financial Planner)
- Business Overhead Expense Insurance
- Faafm (Fellow of the American Academy of Financial Managment)
- Small Business
- Term Life Insurance
- Estate Planning
- Investment Products
- Long Term Care Insurance
- Series 26
- Long-Term Care
- Health Insurance
- Investments
- Universal Life
- Insurance
- Rfp (Registered Financial Planner)
- Employee Benefits
- Critical Illness
- Lutcf (Life Underwriting Training Council Fellow)
- Ltcp (Long Term Care Professional)
- Disability Insurance
- Long Term Care
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