HighPointe Financial Group
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HighPointe Financial Group Employees
Employee
Years
Job
Industry
Kevin Kemmerer, CLU Kevin Kemmerer, CLU's HighPointe Financial Group Experience October 2006 - May 2010
Job Associate General Agent / Financial Advisor at Summit Pointe Financial Group
Industry Financial Services
Experience
Summit Pointe Financial Group June 2010 - Present
HighPointe Financial Group October 2006 - May 2010
AXA Advisors 2001 - 2005
John Hancock 1991 - 1998
Equitable Life Assurance Society of the United States March 1981 - August 1991
Skills
Finance, Management, Portfolio Management, Marketing, Strategic Planning, Customer Service
Education
Northwest Missouri State University 1973 — 1977
B.S. Education, Psychology
Lexington High School 1969 — 1973
Summit Pointe Financial Group June 2010 - Present
HighPointe Financial Group October 2006 - May 2010
AXA Advisors 2001 - 2005
John Hancock 1991 - 1998
Equitable Life Assurance Society of the United States March 1981 - August 1991
Skills
Finance, Management, Portfolio Management, Marketing, Strategic Planning, Customer Service
Education
Northwest Missouri State University 1973 — 1977
B.S. Education, Psychology
Lexington High School 1969 — 1973
Trevor Hobbs's HighPointe Financial Group Experience June 2008 - June 2009
Job Employee Benefits Consultant
Industry Insurance
Experience
Assurant Employee Benefits November 2010 - Present
Renaissance Financial June 2009 - October 2010
Highpointe Financial Group June 2008 - June 2009
Skills
401k, Health Insurance, Fixed Annuities
Education
Kansas State University 2004 — 2008
Bachelors, Economics
Assurant Employee Benefits November 2010 - Present
Renaissance Financial June 2009 - October 2010
Highpointe Financial Group June 2008 - June 2009
Skills
401k, Health Insurance, Fixed Annuities
Education
Kansas State University 2004 — 2008
Bachelors, Economics
Megan Hatfield Megan Hatfield's HighPointe Financial Group Experience June 2008 - August 2008
Job Senior Account Manager 3rd Party Servicing at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital August 2012 - Present
KeyBank Real Estate Capital January 2011 - August 2012
KeyBank Real Estate Capital August 2010 - January 2011
KeyBank Real Estate Capital July 2009 - August 2010
Highpointe Financial Group June 2008 - August 2008
Skills
Financial Analysis, Real Estate, Risk Management, Goal Oriented, Organized Multi-tasker, Oral & Written..., Microsoft Excel, PowerPoint, Microsoft Word, Problem Solving
Education
Avila University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Planning
KeyBank Real Estate Capital August 2012 - Present
KeyBank Real Estate Capital January 2011 - August 2012
KeyBank Real Estate Capital August 2010 - January 2011
KeyBank Real Estate Capital July 2009 - August 2010
Highpointe Financial Group June 2008 - August 2008
Skills
Financial Analysis, Real Estate, Risk Management, Goal Oriented, Organized Multi-tasker, Oral & Written..., Microsoft Excel, PowerPoint, Microsoft Word, Problem Solving
Education
Avila University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Planning
Andrew Widman's HighPointe Financial Group Experience December 2005 - July 2009
Job Associate Managing Director, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
The Prudential Insurance Company of America, Newark, NJ July 2012 - January 2015
Cornerstone Financial Group July 2009 - July 2012
HighPointe Financial Group December 2005 - July 2009
Fantasy Poker Leauge July 2004 - July 2006
Verizon Wireless October 2003 - September 2004
Education
The University of Kansas 1995 — 1999
Business
Principal Financial Group February 2015 - Present
The Prudential Insurance Company of America, Newark, NJ July 2012 - January 2015
Cornerstone Financial Group July 2009 - July 2012
HighPointe Financial Group December 2005 - July 2009
Fantasy Poker Leauge July 2004 - July 2006
Verizon Wireless October 2003 - September 2004
Education
The University of Kansas 1995 — 1999
Business
Terek Wilson, MBA's HighPointe Financial Group Experience February 2009 - June 2010
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2015 - Present
Ivy Funds March 2015 - July 2015
Mariner Wealth Advisors February 2014 - February 2015
Summit Pointe Financial Group August 2010 - February 2014
HighPointe Financial Group February 2009 - June 2010
Chrysler Financial 2006 - 2008
Skills
Series 65, Series 6, Series 63, Life & Health Insurance..., Series 7
Education
Pittsburg State University 2008 — 2008
MBA, Masters
Pittsburg State University 1999 — 2003
CIS, Finance
Liberal High School 1995 — 1999
High School Diploma
Beaver, OK
Allstate Financial Services, LLC August 2015 - Present
Ivy Funds March 2015 - July 2015
Mariner Wealth Advisors February 2014 - February 2015
Summit Pointe Financial Group August 2010 - February 2014
HighPointe Financial Group February 2009 - June 2010
Chrysler Financial 2006 - 2008
Skills
Series 65, Series 6, Series 63, Life & Health Insurance..., Series 7
Education
Pittsburg State University 2008 — 2008
MBA, Masters
Pittsburg State University 1999 — 2003
CIS, Finance
Liberal High School 1995 — 1999
High School Diploma
Beaver, OK
Ian Mohrmann's HighPointe Financial Group Experience November 2005 - March 2006
Job President at The Soccer Lot, LLC
Industry Recreational Facilities and Services
Experience
The Soccer Lot, LLC September 2009 - Present
Financial Services Industry March 2006 - Present
HighPointe Financial Group November 2005 - March 2006
Skills
Small Business, Public Speaking, Soccer, Marketing Strategy, Strategic Planning, Event Planning, Marketing, Lead Generation, Social Networking, Sales, Entrepreneurship, Sales Management, Business Strategy, Business Planning, Investments, Management, Coaching, Leadership, Customer Service, Social Media
Education
University of Missouri-Kansas City 2012 — 2012
Entrepreneurship Scholars Program, Entrepreneurship/Entrepreneurial Studies
The University of Kansas 1999 — 2003
Political Science & History
The Soccer Lot, LLC September 2009 - Present
Financial Services Industry March 2006 - Present
HighPointe Financial Group November 2005 - March 2006
Skills
Small Business, Public Speaking, Soccer, Marketing Strategy, Strategic Planning, Event Planning, Marketing, Lead Generation, Social Networking, Sales, Entrepreneurship, Sales Management, Business Strategy, Business Planning, Investments, Management, Coaching, Leadership, Customer Service, Social Media
Education
University of Missouri-Kansas City 2012 — 2012
Entrepreneurship Scholars Program, Entrepreneurship/Entrepreneurial Studies
The University of Kansas 1999 — 2003
Political Science & History
Shelli Mason Shelli Mason's HighPointe Financial Group Experience October 2010 - Present
Job Financial AdvisorHighPointe Financial Group
Industry Financial Services
Experience
HighPointe Financial Group October 2010 - Present
First National Bank of Olathe December 2007 - October 2010
Bank of America May 1997 - December 2007
Brotherhood Bank & Trust January 2006 - July 2006
Education
Missouri Western State University
Business
HighPointe Financial Group October 2010 - Present
First National Bank of Olathe December 2007 - October 2010
Bank of America May 1997 - December 2007
Brotherhood Bank & Trust January 2006 - July 2006
Education
Missouri Western State University
Business
Curt Lindsay Curt Lindsay's HighPointe Financial Group Experience March 2005 - February 2009
Job Managing Partner of WestPoint Wealth Management, LLC
Industry Financial Services
Experience
WestPoint Wealth Management, LLC January 2014 - Present
212 Capital Group/New England Financial March 2009 - December 2013
HighPointe Financial Group March 2005 - February 2009
Skills
Strategic Financial..., Financial Advisory, Retirement, Retirement Planning, Series 7, 401k, IRAs, Investment Advisory, Wealth Management, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Investments, Estate Planning, Wealth, Portfolio Management, Disability Insurance, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Insurance, Finance, Variable Annuities, Series 63, Uniform Combined State..., Financial Planning
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (MBA), Finance, General
The University of Kansas 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
WestPoint Wealth Management, LLC January 2014 - Present
212 Capital Group/New England Financial March 2009 - December 2013
HighPointe Financial Group March 2005 - February 2009
Skills
Strategic Financial..., Financial Advisory, Retirement, Retirement Planning, Series 7, 401k, IRAs, Investment Advisory, Wealth Management, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Investments, Estate Planning, Wealth, Portfolio Management, Disability Insurance, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Insurance, Finance, Variable Annuities, Series 63, Uniform Combined State..., Financial Planning
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (MBA), Finance, General
The University of Kansas 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grady Trumble, LUTCF's HighPointe Financial Group Experience April 2007 - January 2012
Job Financial Advisor, CUSO Financial Services, L.P. at Credit Union of America
Industry Financial Services
Experience
Credit Union of America March 2015 - Present
CoreNorth Capital Planning July 2014 - February 2015
New England Financial February 2012 - July 2014
HighPointe Financial Group April 2007 - January 2012
Sprint 2001 - 2007
Skills
Finance, Retirement Planning, Securities, Investments, Retirement, Mutual Funds, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Kansas State University 1996 — 2001
Bachelor of Science, Finance
Credit Union of America March 2015 - Present
CoreNorth Capital Planning July 2014 - February 2015
New England Financial February 2012 - July 2014
HighPointe Financial Group April 2007 - January 2012
Sprint 2001 - 2007
Skills
Finance, Retirement Planning, Securities, Investments, Retirement, Mutual Funds, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Kansas State University 1996 — 2001
Bachelor of Science, Finance
Chad Esslinger, CLU®, ChFC®, CLTC's HighPointe Financial Group Experience July 2007 - March 2012
Job Field Director and Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2012 - Present
HighPointe Financial Group July 2007 - March 2012
First American Title November 2005 - July 2007
Skills
Insurance, Series 63, Strategic Financial..., Wealth Management, Finance, Fixed Annuities, Strategic Planning, Mutual Funds, Small Business, Investment Strategies, Security, Sales, Credit, 401k, Commercial Insurance, Time Management, Life Insurance, Commercial Lending, Term Life Insurance, Management, Customer Service, Employee Benefits, Financial Advisory, Series 7, Sales Management, Financial Services, Creative Direction, Marketing Strategy, Credit Analysis, Risk Management, Series 6, Investment Advisory, Loans, Estate Planning, Salesforce.com, Marketing, Negotiation, Microsoft Excel, Portfolio Management, Team Building, Asset Management, Financial Planners, Financial Analysis, Leadership, Microsoft Office, Account Management, Banking, Health Insurance, Social Media, Wealth
Education
The American College 2011 — 2013
CLU®, CLTC, ChFC®, Insurance Planning, Chartered Financial Consultant
Kansas State University 2002 — 2005
Bachelor, Financial Services
Wichita State University 2000 — 2002
Northwestern Mutual March 2012 - Present
HighPointe Financial Group July 2007 - March 2012
First American Title November 2005 - July 2007
Skills
Insurance, Series 63, Strategic Financial..., Wealth Management, Finance, Fixed Annuities, Strategic Planning, Mutual Funds, Small Business, Investment Strategies, Security, Sales, Credit, 401k, Commercial Insurance, Time Management, Life Insurance, Commercial Lending, Term Life Insurance, Management, Customer Service, Employee Benefits, Financial Advisory, Series 7, Sales Management, Financial Services, Creative Direction, Marketing Strategy, Credit Analysis, Risk Management, Series 6, Investment Advisory, Loans, Estate Planning, Salesforce.com, Marketing, Negotiation, Microsoft Excel, Portfolio Management, Team Building, Asset Management, Financial Planners, Financial Analysis, Leadership, Microsoft Office, Account Management, Banking, Health Insurance, Social Media, Wealth
Education
The American College 2011 — 2013
CLU®, CLTC, ChFC®, Insurance Planning, Chartered Financial Consultant
Kansas State University 2002 — 2005
Bachelor, Financial Services
Wichita State University 2000 — 2002
Jon Yoder's HighPointe Financial Group Experience June 2011 - August 2013
Job Owner at US Burlap Bag Company
Industry Wholesale
Experience
US Burlap Bag Company April 2015 - Present
Betablox Seed Accelerator March 2010 - Present
Principal Financial Group September 2013 - March 2014
HighPointe Financial Group June 2011 - August 2013
Absorb-All Distributors, LLC August 2009 - March 2010
Skills
Business, Asset, Institutions, Sales, Account Management, New Business Development, Financial Analysis, Marketing, Sales Management, Sales Process, Insurance, Business Development, Direct Sales, Entrepreneurship, Start-ups, Finance, Portfolio Management, Retirement, Series 6, Series 63
Education
The University of Kansas 2003 — 2007
Economics
US Burlap Bag Company April 2015 - Present
Betablox Seed Accelerator March 2010 - Present
Principal Financial Group September 2013 - March 2014
HighPointe Financial Group June 2011 - August 2013
Absorb-All Distributors, LLC August 2009 - March 2010
Skills
Business, Asset, Institutions, Sales, Account Management, New Business Development, Financial Analysis, Marketing, Sales Management, Sales Process, Insurance, Business Development, Direct Sales, Entrepreneurship, Start-ups, Finance, Portfolio Management, Retirement, Series 6, Series 63
Education
The University of Kansas 2003 — 2007
Economics
Deb Clem-Buckert Deb Clem-Buckert's HighPointe Financial Group Experience November 2007 - September 2009
Job Entrepreneur | Blogger | Social Media Consultant | Conversation Marketer | Babble Top 100 Reader's Choice Winner
Industry Marketing and Advertising
Experience
DebCB Media February 2013 - Present
It's me, debcb! December 2010 - Present
High Powered Women's Networking April 2013 - Present
LivingSocial October 2012 - November 2012
Plum District January 2012 - August 2012
Woody Financial Group, Inc. April 2011 - January 2012
Woody Financial Group September 2009 - March 2011
Mom2Mom February 2009 - December 2010
HighPointe Financial Group November 2007 - September 2009
New York Life March 2004 - October 2007
Skills
Sales, Sales Management, New Business Development, Blogging, Digital Marketing, Marketing Strategy, Social Media, Advertising, Training, Salesforce.com, Contract Negotiation, Sales Process, Direct Sales, Social Media Marketing, Business Networking, Newspaper, Strategic Planning, New Hire Training, Mentoring, Coaching, Social Networking, Marketing, Leadership, Budgets, Public Speaking, Account Management, Team Building, B2B, Customer Service, Small Business, Selling, Entrepreneurship, Team Leadership, Management, Event Planning, Recruiting, Networking, CRM, Strategy, Time Management, Customer Retention, Email Marketing, Fundraising, Marketing Communications, Facebook, Online Advertising, Public Relations, Lead Generation, Direct Marketing, Program Management
Education
The University of Kansas 1992 — 1994
MSJ, Journalism
University of Missouri-Columbia 1986 — 1989
Bachelor of Arts, Communications
Richwoods High School 1982 — 1986
DebCB Media February 2013 - Present
It's me, debcb! December 2010 - Present
High Powered Women's Networking April 2013 - Present
LivingSocial October 2012 - November 2012
Plum District January 2012 - August 2012
Woody Financial Group, Inc. April 2011 - January 2012
Woody Financial Group September 2009 - March 2011
Mom2Mom February 2009 - December 2010
HighPointe Financial Group November 2007 - September 2009
New York Life March 2004 - October 2007
Skills
Sales, Sales Management, New Business Development, Blogging, Digital Marketing, Marketing Strategy, Social Media, Advertising, Training, Salesforce.com, Contract Negotiation, Sales Process, Direct Sales, Social Media Marketing, Business Networking, Newspaper, Strategic Planning, New Hire Training, Mentoring, Coaching, Social Networking, Marketing, Leadership, Budgets, Public Speaking, Account Management, Team Building, B2B, Customer Service, Small Business, Selling, Entrepreneurship, Team Leadership, Management, Event Planning, Recruiting, Networking, CRM, Strategy, Time Management, Customer Retention, Email Marketing, Fundraising, Marketing Communications, Facebook, Online Advertising, Public Relations, Lead Generation, Direct Marketing, Program Management
Education
The University of Kansas 1992 — 1994
MSJ, Journalism
University of Missouri-Columbia 1986 — 1989
Bachelor of Arts, Communications
Richwoods High School 1982 — 1986
Marc Hammer's HighPointe Financial Group Experience 2003 - Present
Job Financial Advisor at HighPointe Financial Group
Industry Financial Services
Experience
HighPointe Financial Group 2003 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA
University of Denver 1989 — 1993
BSBA, Finance
The London School of Economics and Political Science (LSE) 1992 — 1992
Summer Program
HighPointe Financial Group 2003 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA
University of Denver 1989 — 1993
BSBA, Finance
The London School of Economics and Political Science (LSE) 1992 — 1992
Summer Program
Jack Brennan's HighPointe Financial Group Experience March 2011 - Present
Job Sales Manager
Industry Financial Services
Experience
HighPointe Financial Group March 2011 - Present
Northwestern Mutual May 2006 - February 2011
Education
University of Kansas 2001 — 2006
Bachelor, General Studies
HighPointe Financial Group March 2011 - Present
Northwestern Mutual May 2006 - February 2011
Education
University of Kansas 2001 — 2006
Bachelor, General Studies
John Mollett's HighPointe Financial Group Experience January 2009 - Present
Job Financial Advisor at HighPointe Financial Group
Industry Financial Services
Experience
HighPointe Financial Group January 2009 - Present
Education
Kansas State University 1969 — 1973
HighPointe Financial Group January 2009 - Present
Education
Kansas State University 1969 — 1973