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Kari Drascic
Vice President, Cdfa(R) @Baird
Beloit, WI, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2024 — Present
Vice President, Cdfa(R) @Baird
EDUCATION
2000 — 2004
University of Wisconsin-Whitewater
BA, Double Majored: Advertising Communications, & Art w/Emphasis in Graphic Design
SKILLS
Qualified Retirement PlansRoth IraRetirement Plan ConsultingKey Person InsuranceIrasFixed AnnuitiesStocksWhole Life InsuranceMunicipal BondsEstate PlanningVariable AnnuitiesCollege Savings PlansBondsFinancial PlanningEtfsRetirement PlanningSocial SecurityTraditional IraTerm Life Insurance401(K) Retirement Savings PlansMutual FundsSelf Directed Ira401k RolloversInvestment StrategiesWealth Preservation PlanningWealth Management529 PlansLife Insurance
ABOUT KARI DRASCIC
It\'s my goal to develop a personalized plan for each client that provides a clear roadmap…
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