Helping families and small businesses achieve their objectives for over twenty five years

Andrew King and Wife Smiling

King Financial Group, LLC, opened its doors in August 2010 and is owned and operated by Andrew King, CFP®.

Process

  • Complete analysis of current financial situation, goals and priorities
  • Customized solutions created to meet your requirements
  • Ongoing monitoring conducted on a regular basis
  • Recommendations made as new goals and priorities are identified

Why We Are Different

  • King Financial Group, LLC is completely independent
  • Not indebted to any large financial organization
  • Attention to detail and personalized service from Andrew
  • Importance placed on a mutual and thorough understanding of current resources and future goals

Accessibility

  • Available for evenings and weekend appointments
  • Calls and emails returned within 24 hours

Education

  • University Of Notre Dame Mendoza School of Business
    MBA in Finance and Marketing
  • University of Wisconsin-Madison School of Business
    BBA in Finance and International Business

Professional Designations & Licenses

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Registered Employee Benefit Consultant (REBC)
  • Registered Health Underwriter (RHU)
  • Registered Investment Advisor Representative and General Securities agent with FINRA

Civic Involvement

  • United Way of Dane County Foundations Board of Trustees

FINRA Broker Check for Andrew King

http://brokercheck.finra.org/Individual/Summary/1517044

 

King Financial Group LLC

For a no-nonsense conversation about YOUR financial future call:

608.235.6161

We understand that your time is valuable. That’s why we tailor our fee structure based on YOUR needs and objectives.