Katri Balfanz, Chfc®, Cdfa™

Katri Balfanz, Chfc®, Cdfa™ Email and Phone Number

Financial Advisor and Owner of KB Financial @ KB Financial
Lauderhill, FL
Katri Balfanz, Chfc®, Cdfa™'s Location
Lakeville, Minnesota, United States, United States
Katri Balfanz, Chfc®, Cdfa™'s Contact Details

Katri Balfanz, Chfc®, Cdfa™ work email

Katri Balfanz, Chfc®, Cdfa™ personal email

n/a

Katri Balfanz, Chfc®, Cdfa™ phone numbers

About Katri Balfanz, Chfc®, Cdfa™

Specialties: Budgeting and cash flow analysis, planning in the areas of insurance, taxes, investments, retirement, estates, divorce settlement, business, and retirement plan administration.

Katri Balfanz, Chfc®, Cdfa™'s Current Company Details
KB Financial

Kb Financial

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Financial Advisor and Owner of KB Financial
Lauderhill, FL
Employees:
8
Katri Balfanz, Chfc®, Cdfa™ Work Experience Details
  • Kb Financial
    President
    Kb Financial Jul 2008 - Present
    Investment Products Include*:• Mutual Funds• Stocks• Exchange Traded Funds• Fixed Income/Structured Products• Alternative Investments• Annuities• Education Savings Plans• Retirement PlansThrough companies such as: Genworth Financial, Principal Financial Group, John Hancock, Banner, Great West, Pacific Life and ING ReliaStar, Insurance Products Include:• Term Life• Whole Life• Universal Life• Variable Universal… Show more Investment Products Include*:• Mutual Funds• Stocks• Exchange Traded Funds• Fixed Income/Structured Products• Alternative Investments• Annuities• Education Savings Plans• Retirement PlansThrough companies such as: Genworth Financial, Principal Financial Group, John Hancock, Banner, Great West, Pacific Life and ING ReliaStar, Insurance Products Include:• Term Life• Whole Life• Universal Life• Variable Universal Life*• Disability• Long Term Care*Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC (www.FINRA.org/www.SIPC.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CO, MN and WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.”Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Show less
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial Jun 2001 - Jul 2008

Katri Balfanz, Chfc®, Cdfa™ Education Details

Frequently Asked Questions about Katri Balfanz, Chfc®, Cdfa™

What company does Katri Balfanz, Chfc®, Cdfa™ work for?

Katri Balfanz, Chfc®, Cdfa™ works for Kb Financial

What is Katri Balfanz, Chfc®, Cdfa™'s role at the current company?

Katri Balfanz, Chfc®, Cdfa™'s current role is Financial Advisor and Owner of KB Financial.

What is Katri Balfanz, Chfc®, Cdfa™'s email address?

Katri Balfanz, Chfc®, Cdfa™'s email address is ka****@****als.com

What is Katri Balfanz, Chfc®, Cdfa™'s direct phone number?

Katri Balfanz, Chfc®, Cdfa™'s direct phone number is +195225*****

What schools did Katri Balfanz, Chfc®, Cdfa™ attend?

Katri Balfanz, Chfc®, Cdfa™ attended College Of Saint Benedict.

Who are Katri Balfanz, Chfc®, Cdfa™'s colleagues?

Katri Balfanz, Chfc®, Cdfa™'s colleagues are Poonam Bodade, Lawrence Gallo Jr, Claudia Valdes, Cpa, Richard S. Rankin, Graham Clarke, Kashif Capri, Richard Mbussa.

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