KR Wealth Management, LLC

Description

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

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KR Wealth Management, LLC Employees

Employee
Years
Job
Industry
Patricia M. Kane, CFP Patricia M. Kane, CFP Hartford, Connecticut Area Details
Patricia M. Kane, CFP's KR Wealth Management, LLC Experience January 2010 - September 2010
Job Director at Connecticut Wealth Management, LLC
Industry Financial Services
Experience
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

Joseph M. Lander, J.D., CFP®, CRC®, CRPS® Joseph M. Lander, J.D., CFP®, CRC®, CRPS® Rocky Hill, Connecticut Details
Joseph M. Lander, J.D., CFP®, CRC®, CRPS®'s KR Wealth Management, LLC Experience September 2010 - September 2012
Job Wealth Advisor at Hammond Iles Wealth Advisors
Industry Financial Services
Experience
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

Tanya C. D'Addio Tanya C. D'Addio Farmington, Connecticut Details
Tanya C. D'Addio's KR Wealth Management, LLC Experience May 2008 - September 2010
Job Director, Firm Culture & Operations at Connecticut Wealth Management, LLC
Industry Financial Services
Experience
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

Ryan P. Tuttle, CFP® Ryan P. Tuttle, CFP® Hartford, Connecticut Area Details
Ryan P. Tuttle, CFP®'s KR Wealth Management, LLC Experience January 2010 - September 2010
Job Wealth Manager
Industry Financial Services
Experience
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

Kayse A. Kress, CFP® Kayse A. Kress, CFP® Farmington, Connecticut Details
Kayse A. Kress, CFP®'s KR Wealth Management, LLC Experience January 2010 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
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

Emory Simpson Emory Simpson Dallas, Texas Details
Emory Simpson's KR Wealth Management, LLC Experience February 2014 - June 2014
Job Associate Client Advisor at Bessemer Trust
Industry Accounting
Experience
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

Monique Tardif Monique Tardif Hartford, Connecticut Area Details
Monique Tardif's KR Wealth Management, LLC Experience September 2002 - September 2010
Job Title: Experienced Compliance/IT Manager
Industry Financial Services
Experience
Connecticut Wealth Management, LLC  October 2010 - Present
KR Wealth Management, LLC   September 2002 - September 2010

Education
Regis University
BS, Management

Denis M. Horrigan, CFP® Denis M. Horrigan, CFP® Hartford, Connecticut Area Details
Denis M. Horrigan, CFP®'s KR Wealth Management, LLC Experience May 2008 - September 2010
Job Wealth Manager with 20 years of experience
Industry Financial Services
Experience
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