Joel Kamphuis
Founder/ Wealth Manager
- Role
- Sr Wealth Advisor at Km Wealth Management
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joel Kamphuis
At KM Wealth Management we are committed to maintaining the highest standards of…
Experience
Sr Wealth Advisor
Aug 2015 — Present
Summit Brokerage Services is our current Broker-Dealer, member of FINRA & SIPC. They were Voted the Highest-Rated Independent Broker-Dealer by REP magazine & the #1 Independent Boutique Broker-Dealer in the Country.
Skills
- Strategic Planning
- Securities
- Fixed Annuities
- Mutual Funds
- Investments
- Estate Planning
- Life Insurance
- Wealth
- Financial Advisory
- Retirement
- Business Development
- Universal Life
- Wealth Management
- Alternative Investments
- Disability Insurance
- Finra
- High Net Worth Individuals
- Financial Planning
- Term Life Insurance
- Strategy
- Strategic Financial Planning
- Series 63
- Investment Advisory
- 1031 Exchanges
- Asset Allocation
- Estate Tax Planning
- Asset Management
- Bonds
- Investment Strategies
- Creative Real Estate Investing
- Life & Health Insurance Licenses
- Tax Deferred Exchanges
- Insurance
- Commercial Real Estate
- Equities
- Long Term Care Insurance
- Small Business
- Series 7
- Variable Annuities
- Personal Financial Planning
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