Kari Drascic
Vice President | The Rumage Drascic Group | Private Wealth Management
- Role
- Vice President, Cdfa(R) at Baird
- Location
- Beloit, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kari Drascic
It\'s my goal to develop a personalized plan for each client that provides a clear roadmap…
Experience
Vice President, Cdfa(R)
Jan 2024 — Present
Education
University of Wisconsin-Whitewater
BA, Double Majored: Advertising Communications, & Art w/Emphasis in Graphic Design
2000 — 2004
Skills
- Qualified Retirement Plans
- Roth Ira
- Retirement Plan Consulting
- Key Person Insurance
- Iras
- Fixed Annuities
- Stocks
- Whole Life Insurance
- Municipal Bonds
- Estate Planning
- Variable Annuities
- College Savings Plans
- Bonds
- Financial Planning
- Etfs
- Retirement Planning
- Social Security
- Traditional Ira
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Mutual Funds
- Self Directed Ira
- 401k Rollovers
- Investment Strategies
- Wealth Preservation Planning
- Wealth Management
- 529 Plans
- Life Insurance
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