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@waukeshabank.com
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Thom Kieffer, Cfp®, Ctfa, Cpa is listed as Relationship Builder, Wealth Advisor, Financial Planner, Senior Trust Administrator at Waukesha State Bank, a company with 180 employees, based in New Berlin, Wisconsin, United States. AeroLeads shows a work email signal at waukeshabank.com and a matched LinkedIn profile for Thom Kieffer, Cfp®, Ctfa, Cpa.
Thom Kieffer, Cfp®, Ctfa, Cpa previously worked as VP and Senior Trust Administrator with Prairie Trust, a division of WSB at Waukesha State Bank and Financial Planner at Prudential Financial. Thom Kieffer, Cfp®, Ctfa, Cpa holds Bachelor Of Science - Bs, Accounting from St. John'S University.
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AeroLeads found 1 current-domain work email signal for Thom Kieffer, Cfp®, Ctfa, Cpa. Compare company email patterns before reaching out.
I am an experienced financial professional focusing my career in trust administration, wealth management and financial planning. I have recently relocated back to the greater Milwaukee, WI area. I am looking forward to working with individuals and small businesses to identify and achieve financial goals. Whether developing plans to manage risk, grow and preserve wealth or achieve financial freedom, my experience and proven planning methods will guide clients through a rewarding personal journey. I'm available to meet and discuss how my innovative approach and high performance initiatives can positively impact you.
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Waukesha, Wisconsin, United States
Serving clients through comprehensive Trust and Wealth Management administration. Assisting Trust and Investment clients in building and retaining wealth, planning for their future and creating legacies.
Wauwatosa, Wisconsin, United States
Financial Planning and Wealth Management services professional.
New Berlin, Wisconsin, United States
Independent consulting and dedicated tax return preparation services. Enjoyed working through the tax busy season as a remote preparer for the Russell and Associates accounting firm.
Winona, Minnesota, United States
As Chief Trust Officer at WNB Financial, I led a great team of professionals focused on making and preserving wealth for individuals, families, businesses and non-profit organizations.As Trusted Financial Advisors, we provided innovative solutions and created life-long advocates.
Rochester, Minnesota, United States
Employee Benefits / Retirement Plan Trust new business development and conversions.
Milwaukee, Wisconsin, United States
Employee Benefit / Retirement Plan administration and systems conversion. Primary focus on assisting clients in the conversion of qualified retirement plan recordkeeping from balance forward to daily.
St Paul, Minnesota, United States
Employee Benefits / Retirement Plan administration and qualified retirement plan new business development.
St Paul, Minnesota, United States
Preparation and review of individual, corportate, non-profit, and employee benefit plan tax returns.
Other employees you can reach at waukeshabank.com. View company contacts for 180 employees →
Michael Markiewicz
Colleague at Waukesha State BankWaukesha County, Wisconsin, United States, United States
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Caleb S.
Colleague at Waukesha State BankWaukesha, Wisconsin, United States, United States
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Elizabeth Mcdowell
Colleague at Waukesha State BankWaukesha, Wisconsin, United States, United States
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Sheree Mack
Colleague at Waukesha State BankMukwonago, Wisconsin, United States, United States
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Stasia Kruesel
Colleague at Waukesha State BankWaukesha, Wisconsin, United States, United States
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Pat Willadsen
Colleague at Waukesha State BankGreater Milwaukee, United States
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David Rios
Colleague at Waukesha State BankMuskego, Wisconsin, United States, United States
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Erica Leech
Colleague at Waukesha State BankWaukesha, Wisconsin, United States, United States
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Amanda Urlacher
Colleague at Waukesha State BankWaukesha, Wisconsin, United States, United States
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Tom Bennett
Colleague at Waukesha State BankWaukesha, Wisconsin, United States, United States
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Activities and Societies: Accounting & Business Club, Pep BandAccounting Major Member of the Accounting & Business Club Coaching Minor
Activities and Societies: Mens Basketball Team, Concert & Pep BandsGeneral Studies in preparation for a business education and degree..
Activities and Societies: Basketball, Football, Concert and Pep Bands, National Honor SocietyNational Honor Society student. Played.
Quick answers generated from the profile data available on this page.
Thom Kieffer, Cfp®, Ctfa, Cpa works for Waukesha State Bank.
Thom Kieffer, Cfp®, Ctfa, Cpa is listed as Relationship Builder, Wealth Advisor, Financial Planner, Senior Trust Administrator at Waukesha State Bank.
AeroLeads has found 1 work email signal at @waukeshabank.com for Thom Kieffer, Cfp®, Ctfa, Cpa at Waukesha State Bank.
Thom Kieffer, Cfp®, Ctfa, Cpa is based in New Berlin, Wisconsin, United States while working with Waukesha State Bank.
Thom Kieffer, Cfp®, Ctfa, Cpa has worked for Waukesha State Bank, Prudential Financial, Thomas G Kieffer Cpa, Wnb Financial, N.A., and Norwest Bank Minnesota South N.
Thom Kieffer, Cfp®, Ctfa, Cpa's colleagues at Waukesha State Bank include Michael Markiewicz, Caleb S., Elizabeth Mcdowell, Sheree Mack, and Stasia Kruesel.
You can use AeroLeads to view verified contact signals for Thom Kieffer, Cfp®, Ctfa, Cpa at Waukesha State Bank, including work email, phone, and LinkedIn data when available.
Thom Kieffer, Cfp®, Ctfa, Cpa holds Bachelor Of Science - Bs, Accounting from St. John'S University.
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