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Kirk Haefner
Investment Adviser Representative at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Strellner Agency Group</span>
Seasoned financial professional with 26 years of experience in insurance, investments, and retirement planning.
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Location
Cedar Rapids, Iowa, United States, US
Skills
- Insurance
- Investments
- Retirement Planning
- Sales
- Strategic Financial Planning
- Show all
Bio
Generated by
Topline AI
Kirk Haefner is a seasoned financial professional with 26 years of experience in insurance, investments, and retirement planning. He has worked as an Investment Adviser Representative and Regional Director, offering services in life insurance coverage, retirement planning, and managing money. Kirk holds a Bachelor of Business Administration degree from Augsburg College and has experience in strategic financial planning, team building, and customer service.
He has a strong background in the financial industry, with experience in sales, investments, and retirement planning. Kirk is licensed to provide insurance and investment advice, and has a strong understanding of the financial markets.
Kirk is a dedicated professional with a passion for helping clients achieve their financial goals.
Experience
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Investment Adviser Representative
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Strellner Agency
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Cedar Rapids, Iowa Area
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Investment Adviser Representative
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Jan 1998 - Present
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Cedar Rapids, Iowa Area
My job is to ensure that my clients are covering their current and future financial needs. I help point my clients in the direction to meet and attain their financial goals. I offer services in life insurance coverage, retirement planning, as well as managing money.Securities and investment advis...
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Life Investors Financial Group, Inc.
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Cedar Rapids, Iowa Area
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Regional Director
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Jan 1993 - 1998
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Cedar Rapids, Iowa Area
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Education
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Augsburg College
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Kirkwood Community College
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Univeristy of Northern Iowa
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University of Iowa
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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