Kevin Theissen

Kevin Theissen Email and Phone Number

Principal at HWC Financial @ HWC Financial
Vermont, United States
Kevin Theissen's Location
Vermont, United States, United States
Kevin Theissen's Contact Details
About Kevin Theissen

We are an independent Registered Investment Advisor that performs True Wealth Management.True Wealth Management includes investment manangement and comprehensive, ongoing financial planning and advice - executed by financial specialists.Specialties: Investment Management, Comprehensive Financial Planning, Family Office, Tax Planning and Returns, Estate Planning, Risk Management and Insurance, Charitable Giving

Kevin Theissen's Current Company Details
HWC Financial

Hwc Financial

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Principal at HWC Financial
Vermont, United States
Website:
hwcfinancial.com
Employees:
2
Kevin Theissen Work Experience Details
  • Hwc Financial
    Hwc Financial
    Vermont, United States
    View
  • Hwc Financial
    Principal And Financial Advisor
    Hwc Financial Mar 2019 - Present
    Ludlow, Vt, Us
    Investment Management, Financial Planning, Tax Consulting, Insurance, Estate planning
    View
  • Skygate Financial Group
    Principal And Financial Advisor
    Skygate Financial Group Jan 2011 - Mar 2019

Kevin Theissen Skills

401k Rollovers Asset Management Strategic Financial Planning Financial Services Estate Planning Uniform Combined State Law Irs Enrolled Agent Irs Problem Resolution Series 66 Series 7 Series 63 Investments Wealth Management

Kevin Theissen Education Details

  • Fairfield University
    Fairfield University
    Cfp Program
  • Choate Rosemary Hall
    Choate Rosemary Hall
  • Adelphi University
    Adelphi University
    Management
  • New Canaan High School
    New Canaan High School

Frequently Asked Questions about Kevin Theissen

What company does Kevin Theissen work for?

Kevin Theissen works for Hwc Financial

What is Kevin Theissen's role at the current company?

Kevin Theissen's current role is Principal at HWC Financial.

What is Kevin Theissen's email address?

Kevin Theissen's email address is ke****@****hoo.com

What is Kevin Theissen's direct phone number?

Kevin Theissen's direct phone number is +120352*****

What schools did Kevin Theissen attend?

Kevin Theissen attended Fairfield University, Choate Rosemary Hall, Adelphi University, New Canaan High School.

What are some of Kevin Theissen's interests?

Kevin Theissen has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Science And Technology, Health.

What skills is Kevin Theissen known for?

Kevin Theissen has skills like 401k Rollovers, Asset Management, Strategic Financial Planning, Financial Services, Estate Planning, Uniform Combined State Law, Irs Enrolled Agent, Irs Problem Resolution, Series 66, Series 7, Series 63, Investments.

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