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Tim Duckett profile image

Tim Duckett

Medicare Sales at Kiriu Usa
Intro Book
Seasoned financial professional with expertise in wealth management and retirement planning.
  • Claim this Profile
Location
Green Bay, Wisconsin, United States, US
Skills
  • Wealth Management
  • Financial Planning
  • Investment Planning
  • Insurance Planning
  • Business Succession Strategies
  • Show all
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Bio

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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 completion of the Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. I enjoy helping my clients establish and reach their goals for retirement by analyzing their risk tolerance and suggesting vehicles for retirement savings. AEquitable Advisors,LLC (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Voyageur Financial Group is not a registered Investment Advisor and is not owned or operated by Equitable Advisors or its affiliates.

  • 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
    Certificate, Advanced Learning Curriculum on Asset Allocation and Wealth Management Strategies
  • University of Pennsylvania - The Wharton School
    Certificate in Retirement Planning
  • 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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