See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Karen Kolstad, Ctfa profile image

Karen Kolstad, Ctfa

Trust Officer at The Stephenson National Bank & Trust
Intro Book
Certified Trust and Financial Advisor delivering comprehensive financial services.
  • Claim this Profile
Location
Marinette, Wisconsin, United States, US
Skills
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Financial Analysis
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Karen Kolstad is a seasoned financial professional with 25 years of experience in wealth management, retirement planning, estate planning, and financial analysis. She holds a Bachelor's degree from Carthage College and a certification as a Certified Trust and Financial Advisor from the ABA Institute of Certified Bankers.

Credentials

  • Certified Trust and Financial Advisor
    ABA Institute of Certified Bankers

Experience

Education

  • 2003 - 2005
    Cannon Financial Institute
    Cannon Trust School
  • 1976 - 1980
    Carthage College
    Bachelor's degree

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles