Kim Erkonen

About Kim Erkonen

My path to financial planning was shaped by life experience. I have been working in the financial services industry since 1997 and have a wide array of experience in many facets of the industry. After stepping away from the industry while raising my family, I returned with a clearer sense of purpose and a deeper appreciation for how meaningful this work can be. In an industry that is often transactional, I see opportunities to educate, guide, and truly help people make confident decisions about their future.With years of industry experience and a genuine heart for people, I bring a steady, thoughtful approach to financial planning. I understand what it means to build from the ground up and never take trust lightly. I believe that every client should feel heard, included, and supported every step of the way.I completed my undergraduate work in 1995 with a Bachelor of Science degree in Business Administration and Marketing. I later furthered my education by receiving my Master\'s in Business Administration with an emphasis in Finance from the University of Sioux Falls in As a Brandon resident for over 27 years, my husband and I raised our four children there and now enjoy life as empty nesters, sharing adventures, hikes, and plenty of attention to our very spoiled black lab Gus.

Experience

1. Financial Advisor

   Baird

   Sep 2020 — Present · Sioux Falls, SD, US

   I believe wealth is so much more than money and assets. Money doesn\'t give your life meaning; it gives you options. Working hard and serving others to make an impact is deeply rooted in my values and relationships. I believe you deserve nothing less than experience, expertise, and personalized service. My job is to quiet the noise and walk beside you through life\'s inevitable transitions. By working with a concentrated number of clients, I am able to build deep and lasting relationships and can consistently deliver on the promises I make.Helping you take care of yourself and your family is my first priority. Through our unique team approach, you receive the very best from each one of us. By collaborating and working together, our clients come out on top. Every time.Our Team Mission:Your time is your most sacred commodity. We strive to help you simplify your life so you can share your time and talents with others. We have walked with many families through life altering events; marriage, children, retirement, sickness, death, or divorce. We help navigate these life transitions with empathy and expertise, while supporting you to have confidence making hard decisions and knowing you have a support system behind you.Wealth Management Philosophies:Investing is a marathon, not a sprintMoney and profit are NOT dirty wordsProtecting wealth is different than growing wealthTime in the market, not timing the marketSelecting successful investment options is both an art and scienceThe best investment you can make is always in yourself

Education

• Dakota Wesleyan University

  Business Administration and Management, General

  1992 — 1994

• Huron University

  Bachelor of Applied Science - BASc, Business Administration and Management, General

  1994 — 1995

• The American College of Financial Services

  ChFC, Chartered Financial Consultant

  2020

• University of Sioux Falls

  Master of Business Administration (MBA), Finance

  1999 — 2001