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Tim Duckett

Medicare Sales at Kiriu Usa

Intro Book

Seasoned financial professional with expertise in wealth management and retirement planning.

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Location

Green Bay, Wisconsin, United States, US

Skills

Wealth Management
Financial Planning
Investment Planning
Insurance Planning
Business Succession Strategies
Executive Benefits Strategies
Wealth Preservation Strategies
Tax Efficient Investing Strategies
Financial Strategies
Client Education
Retirement Planning Strategoes
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Rate

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

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Tim Duckett has 36 years of experience in financial planning, which is a significant amount. He also holds a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania, which adds prestige. Skills like wealth management, financial planning, and retirement planning are in demand. Location is Green Bay, WI, which is not a major financial hub, but still has a decent cost of living. Considering his experience, education, and skills, I would estimate his hourly rate to be around $250. This is slightly lower than the national average for financial planners, but still reflects his expertise and experience.

Bio

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Topline AI

Tim Duckett is a seasoned financial professional with 36 years of experience in wealth management, financial planning, and retirement planning. He holds a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania, and has worked with various organizations, including Equitable Advisors and the US Army. Tim has expertise in wealth preservation strategies, tax-efficient investing, and business succession planning.

Experience

Kiriu Usa
- Medicare Sales
Equitable Advisors
- De Pere, WI
- Retirement Planning Specialist
  - Jan 2020 - Present
  - De Pere, WI
Voyageur Financial Group, LLC
- NE Wisconsin
- Partner
  - Jan 1988 - Present
  - NE Wisconsin
  Main Office: 340 N. Wisconsin Street Suite 105 De Pere, WI 54115
Equitable Advisors, LLC
- NE Wisconsin
- Retirement Planning Specialist
  - Sep 1988 - Jan 2020
  - NE Wisconsin
  My investment philosophy includes using an individualized planning process to focus on the protection, accumulation and distribution of your assets. I specialize in retirement planning strategies and have obtained the Equitable Advisors title of Retirement Planning Specialist based on the comple...
Equitable Advisors National Association Forum
- WI Representative
  - Jan 2012 - Jan 2016
  Represent WI Financial Advisors to enhance Equitable Advisors,LLC business practices
City of Green Bay
- Green Bay Planning Commission
  - 2010 - 2015
  Member, appointed by Mayor Schmitt. Serving the Green Bay community by overseeing the planning, zoning and land issues and providing recommendations to City Council.
US Army
- U S Army Medical Corpsman
  - 1972 - 1974

Education

2014 -

Harvard University

2014 -
University of Pennsylvania - The Wharton School
University of Wisconsin-Oshkosh
Denmark High School

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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Tim Duckett

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate