Kim Wade
🔥 Retirement Planning / ☎️ Connector / 💡 Solution provider / 👬 Client-centric
- Role
- Vice President, Retirement Plan Services at Usi Consulting Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Kim Wade
Connector / Goal-achiever / Solution provider / Client-centric / Retirement PlanningABOUT USICGUSI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. What makes us unique is our depth of invaluable resources solely focused on the retirement plan market – delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.Our integrated team of highly skilled professionals provides specialized expertise in retirement plan, investment, actuarial and benefits consulting for over 3,800 clients across the United States. Our clients consist of public and private sector employers, not-for-profit organizations, as well as Fortune 500 companies.USICG is a wholly-owned subsidiary of USI Insurance Services (“USI”) – the second largest privately-held insurance broker in the United States.Investment Advice for certain institutional accounts is provided by USI Advisors, Inc, a SEC registered investment advisor. Securities offered through USI Securities, Inc, a SEC registered broker-dealer. Member FINRA/SIPC (for more information on membership, please go to and Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd, Suite 102 | Glastonbury, CT | 06033 | 86••••••39. Please see the following link to USI Social Media Policy:
Experience
Vice President, Retirement Plan Services
Jun 2023 — Present · Cincinnati, OH, US
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc.(a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc.(a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com.
Education
Eastern Kentucky University
BBA, Business Communication
1988 — 1992
University of Louisville
Master of ED, Sports Administration
1994 — 1995
University of Louisville
Master, Business Administration
1995 — 1998
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