Verified recordFinancial Services

Kacie Robbins

Financial Planning Specialist at Stoutheart Financial Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

Based in Wichita, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Wichita

Industry

Financial Services

Company size

4

Contact information

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Email

1 credit

k•••••••@ameripriseadvisors.com

Phone

5 credits

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Background

About Kacie Robbins

I worked for the Greater Wichita YMCA for 11 years with several positions ranging from Youth and Family Coordinator, to Manager on Duty, to working my way up to managing one of the largest non-profit campaigns in Kansas as Strong Kids Administrator for the Andover YMCA. I eventually decided to leave the YMCA and obtain my Property and Casualty Insurance License and my Life and Health Insurance License and worked at American Family Insurance for 3 years. I was asked to join the team as a registered rep at Strategic Financial and began my journey into the financial advisor world. I really learned alot from the multitude of independent advisors I worked with and the fantastic industry training that was provided to me by the firm. I made a big change in 2019 as I was welcomed to join the team at Stoutheart Financial Group with Ameriprise. I now get to utilize the skills I have acquired, learn new skills, support the awesome advisors at the firm and grow in my education as I am now studying for my series 7 to become a registered investment advisor (expanding on my securities registrations.) My passion is helping people understand their current and future financial wealth, while helping them to feel confident and educated with their decisions for their retirement and the legacy they will leave for their loved ones. Licensed in Life/Health/ Property/ Casualty Insurance and Securities

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Kacie Robbins Email & Phone Number @ Stoutheart Financial Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc | Kipplo Discover