S. Kim Devoss
Financial Advisor @Ameriprise Financial Services, LLC
Phoenix, AZ, US
EMAILS
MOBILE NUMBERS
+16•••••••63
Signup · Get unlimited contacts
WORK HISTORY
Dec 2024 — Present
Financial Advisor @Ameriprise Financial Services, LLC
View department →
EDUCATION
1976 — 1981
University of Minnesota-Duluth
BBA
1986 — 1987
University of Denver
CFP
SKILLS
Asset AllocationMutual FundsRisk ManagementConcentrated Stock ManagementFixed Income StrategiesAnnuitiesRetirement PlanningFinancial AdvisoryRetirement Plan ConsultingStrategic PlanningFinancial AnalysisInsuranceBusiness-Succession PlanningWealth Preservation Planning401k RolloversInvestment StrategiesSeparately Managed AccountsEstate Investment PlanningFinancial ReportingInvestment PlanningInvestmentsDeferred Compensation PlansMultigenerational Wealth PlanningTax Efficient StrategiesBusiness Owner PlanningRetirement SavingsSecuritiesEtfsStock AnalysisFixed AnnuitiesRetirementBondsFinanceFinancial ServicesRelationship Management
ABOUT S. KIM DEVOSS
As your trusted Wealth Management Advisor from U.S. Bancorp Investments, there are a…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.