KR Wealth Management, LLC
Address: 76 Batterson Park Rd # 3, Farmington, CT 06032 Phone: (860) 678-6200: : Place name: : : : Category: : Hours: Website: Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of K R Wealth Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
KR Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at KR Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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KR Wealth Management, LLC Employees
Connecticut Wealth Management, LLC October 2011 - Present
LPL Financial June 2007 - October 2013
KR Wealth Management, LLC January 2010 - September 2010
KR Wealth Management, LLC April 2008 - January 2010
KR Wealth Management, LLC March 2006 - April 2008
Education
The University of Connecticut School of Business 1997 — 2002
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut
Hammond Iles Wealth Advisors August 2015 - Present
Kuttin-Metis Wealth Management, LLC April 2014 - Present
Money Matters September 2012 - April 2014
KR Wealth Management, LLC September 2010 - September 2012
Wells Fargo Advisors/Wachovia Securities August 2006 - August 2010
Bank of America Investment Services/Quick & Reilly July 2003 - July 2006
Horizon Financial Advisors, LLC October 2002 - July 2003
United States Postal Service September 1999 - September 2002
Hamilton Sundstrand April 1998 - July 1999
Pepe & Hazard LLP 1994 - 1998
Skills
Microsoft Office, Customer Service, Research, Teaching, HTML, Budgets, Public Speaking, Strategic Planning, Negotiation, Coaching, Strategic Financial..., Retirement Planning, Small Business, Wealth Management, Retirement, Insurance, 401k, Finance, Financial Planners, Series 7, Personal Financial...
Education
The University of Connecticut School of Law 1983 — 1986
Doctor of Law (J.D.), Labor and Industrial Relations
University of Connecticut 1978 — 1982
Bachelor of Science (BS), Psychology, Dean's List
Connecticut Wealth Management, LLC January 2015 - Present
Connecticut Wealth Management, LLC September 2010 - December 2014
KR Wealth Management, LLC May 2008 - September 2010
Burke, Esposito & Associates July 2006 - April 2008
Regent Wealth Management September 1994 - May 2006
Education
Quinnipiac University 1990 — 1995
Legal Studies
Connecticut Wealth Management, LLC January 2013 - Present
Connecticut Wealth Management, LLC October 2010 - December 2012
LPL Financial January 2010 - December 2011
KR Wealth Management, LLC January 2010 - September 2010
KR Wealth Management, LLC June 2005 - January 2010
Skills
Financial Planning, Wealth Management
Education
University of Connecticut 2002 — 2006
Bachelor of Science in Business Administration, Finance
Connecticut Wealth Management, LLC January 2013 - Present
Connecticut Wealth Management, LLC October 2010 - December 2012
LPL Financial January 2010 - December 2011
KR Wealth Management, LLC January 2010 - September 2010
KR Wealth Management, LLC September 2005 - January 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Investments, Securities, Small Business, Retirement Planning, Mutual Funds, 401k
Education
Central Connecticut State University 2002 — 2006
B.S., Marketing
Bessemer Trust June 2015 - Present
KPMG US January 2015 - March 2015
KR Wealth Management, LLC February 2014 - June 2014
Kappa Kappa Gamma January 2013 - December 2013
Benjamin & Jerold Brokerage, LLC June 2013 - August 2013
ESF Dream Camp Foundation June 2012 - August 2012
Marlyn Schiff Jewelry May 2011 - July 2011
Skills
Accounting, Retirement Planning, Microsoft Office, Strategic Financial..., Economics, Finance, Sales, Data Analysis, Financial Analysis, Access, Leadership
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Accounting, Senior
Episcopal Academy 2007 — 2011
High School
Connecticut Wealth Management, LLC October 2010 - Present
KR Wealth Management, LLC September 2002 - September 2010
Education
Regis University
BS, Management
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology