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Credentials

  • Certified Financial Planner (CFP)
    Certified FInancial planner | Find Me An Advisor

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Chief Investment Officer
      • Aug 2018 - Present
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Sr. Investment Advisor
      • Jan 2015 - Present

      A Certified Financial Planner™ (CFP®), I strive to help ProActive clients use their financial resources to live life to the fullest measure, without undue risk. ProActive Capital Management Inc is the successor company to Peoples Wealth Management LLC founded by Jim Reardon in 2003 and Peoples Benefit Group LLC founded in 1999.The two companies merged in 2015 and were acquired by Legacy Financial Strategies LLC of Overland Park with Topekan Nick Neukirch acting as managing partner for the firm. In 2018, Mr. Neukirch acquired the operations from the Legacy firm and a new, Topeka-based company was formed to capitalize on the pro-active market risk management methodology first pioneered by Mr. Reardon over a decade ago and more recently enhanced by Mr. Neukirch and Cory McPherson . Nick Neukirch, CEO, stated: "We believe the new corporate name; ProActive Capital Management best reflects our pro-active response to major market risk changes and our portfolio management methodology which is consistent with our motto: 'Preserving Capital and Making it Grow'." As a Registered Investment Advisor, ProActive's areas of expertise include: · Financial planning and retirement planning advice with access to a personalized financial dashboard. · Professionally and pro-actively managed investment portfolios. · Knowledge of and experience with, most personal investment tools including mutual funds, exchange traded funds, unit investment trusts, annuities, 401(k) plans and rollovers, traditional and Roth IRAs and college saving plans. Our consulting and advisory services include most business and executive solutions and employee retirement and profit sharing plans. · As a fiduciary, we don't sell investment products; we put your interests above all else when making recommendations; and we hold ourselves to the highest professional standards. To learn more about what we do please visit our website: www.pcmks.com

    • President
      • Jul 2003 - Jan 2015
    • Former Board Member
      • 2003 - 2009

      As Director of Governmental Relations, Jim served as liason between the chapter and the Kansas Legislature, Securities Commission, State Treasurer, and Attorney General's Office. He served on 3 national advisory task forces on the development of national and international professional standards for the financial planning profession. As Director of Governmental Relations, Jim served as liason between the chapter and the Kansas Legislature, Securities Commission, State Treasurer, and Attorney General's Office. He served on 3 national advisory task forces on the development of national and international professional standards for the financial planning profession.

    • United States
    • Banking
    • 100 - 200 Employee
    • Vice President
      • Apr 2000 - Jul 2003

Education

  • Washburn University School of Law
    Juris Doctor, Law
    1970 - 1973
  • Kansas State University
    BS, Secondary Ed
    1960 - 1965

Community

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