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Lloyd Kull

Independent Investment Advisor at Lloyd Kull

Intro Book

Seasoned financial expert delivering personalized retirement plans.

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Location

Denver Metropolitan Area, US

Skills

Retirement Planning
Financial Planning
Retirement Savings
Financial Services
Retirement Plan Consulting
Life Insurance
Property And Casualty Insurance
Indexed Annuities
Fixed Annuities
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Lloyd Kull has 33 years of experience in the financial services industry, which is impressive. His certifications as a CHFC and CLU from the American College add prestige. He’s working as an independent investment advisor, which typically commands higher rates than traditional insurance roles. Considering his experience, education, and certifications, I estimate his hourly rate to be around $125. This is slightly lower than what top financial advisors might charge, but it’s still a respectable rate for someone with his level of expertise and experience in the Denver Metropolitan Area.

Bio

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Topline AI

Lloyd Kull is a seasoned financial professional with 33 years of experience in retirement planning, financial planning, and insurance services. He specializes in creating personalized retirement plans and has mentored numerous agents to manage their clients' money successfully. With a Bachelor's Degree in Marketing and Finance from the University of Nebraska-Lincoln and certifications as a CHFC and CLU from the American College, Lloyd has established himself as a trusted expert in the field.

Credentials

CHFC - Charter Financial Consultant

American College

Jan, 2003
- Jun, 2026
CLU - Charter Life Underwriter

American College

Jun, 1980
- Jun, 2026

Experience

Lloyd Kull
- Independent Investment Advisor
  - Jun 2013 - Present
  We specialize in a low risk, low volatility money management system.
State Farm Agent
- Denver, CO
- Insurance and Financial Services Agent
  - Jul 1980 - Jun 2013
  - Denver, CO
  -Worked one-on-one with clients to come up with personalized retirement and investment plans that were easy to implement and maintain. -Created an individualized strategy and training for clients to better understand retirement challenges.-Provided excellent customer service and care to over 1500...

Education

University of Nebraska-Lincoln
Benson High School, Omaha, Nebraska

Suggested Services

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

Industry Focus. “Financial Services”

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Lloyd Kull

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100 Credits For FREE

$125.0

Hourly Rate