Kate Leipprandt

About Kate Leipprandt

Kate is the Managing Director of Baldwin Financial Advisors, LLC. Located in Arlington Heights, Illinois, Baldwin is a registered investment advisory firm specializing in fee-based financial planning, consulting, and education. Since starting at Baldwin in 1986, she has been passionate about helping her clients build, protect, and sustain their wealth and financial independence while making difficult topics easier to understand. Kate completed her undergraduate studies at DePauw University, earning a B.A. in economics with minors in French and psychology. Furthermore, Kate authored the 20••••16 editions of Financial Planning Workbooks for the American Bankers Association. These publications are actively referenced by bankers pursuing their Certified Trust Financial Advisor (CTFA) designation. She has also co-authored a book in conjunction with Ben Baldwin, Jr, CFP (R) called Guide on Insurance Management as part of the Personal Trust Resource Series (PTRS). Kate continues to enjoy writing and updating texts and courses for the ABA. In addition to being a well-known author, Kate is also a professional speaker. She\'s been a spokeswoman for a major financial services firm and has appeared in national TV advertisements, Business Week, U.S. News and World Report, Working Woman Magazine, and other publications including the Chicago Tribune. Kate has also taught insurance courses at the American Bankers Association\'s National Graduate Trust School since 1997. Mrs. Leipprandt is involved with various professional associations including the Financial Planning Association, the Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors (NAIFA). Kate is active in her local community as a former Co-President of the local high school\'s PTA (TPC board). Currently, she\'s involved with the Arlington Heights, IL Chamber of Commerce and serves on the investment/endowment committees at the local First United Methodist Church.

Experience

1. Managing Director Owner

   Baldwin Financial Advisors, Llc

   Jun 2014 — Present

   Although I worked for our Registered Investment Advisory firm since 1988, I purchased the company in 2014 so that I could invest in new technology, software, and people in order to grow our team and to serve generations to come!

Education

• The American College of Financial Services

  CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant

  1989 — 1997

• College for Financial Planning

  CFP(R), Certified Financial Planning Designation

  1986 — 1988

• DePauw University

  BA, Economics, Minors:French,Psychology

  1980 — 1984

Skills

• Wealth
• Wealth Management
• Retirement
• Strategic Financial Planning
• Personal Finance
• Personal Financial Planning
• Financial Planners
• Financial Advisory
• Investment Advisory
• Why We Can't Allow Endorsements or Recommendations= Finra Rule
• Leadership Development