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Senior Wealth Manager opens office in Colesburg

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Submitted by admin on Wed, 07/05/2023 - 08:30

Donna A. Kuhlman, RFC, LUTCF, Senior Wealth Manager with Cetera Wealth Advisors has moved into her new location at 325 Main Street, Colesburg. (Press photo by Melissa Spielbauer-Combs)

By Caroline Rosacker

Donna A. Kuhlman, RFC, LUTCF, of Colesburg is a Senior Wealth Manager with Cetera Wealth Advisors.  She has been registered since 2007, and offers 15-plus years of experience in the financial services industry. Kuhlman is focused on meeting the financial needs of clients and helping them achieve financial security and greater retirement readiness. "With a focus on financial and estate planning, budgeting, college funding, retirement income, investment analysis, disability coverage, long-term care and life insurance strategies, I work with individual and small business clients to help them achieve a confident financial future," Kuhlman told The Press. 

Scope of services

• Financial & Estate Planning

• Portfolio, Asset & Wealth Management

• Individual & Business Retirement Strategy

• Investment Analysis & Retirement Projection

• Short-Term Disability & Long-Term Disability

• Insurances including Life, Credit, Variable Life & Long-Term Care

• Business Succession Plans, Key Person Coverage and Buy-Sell Planning

• Employee Benefits Development including Group Life & Group Disability

• Retirement Plans Teachers (403b) and State of Iowa Employees (457/401a)

• Business Retirement Planning (401k, 403b, SEP IRA, SIMPLE IRA, Profit Sharing)

Credentials and Professional Affiliations:

• Series 7, 65 & 66 Registered to sell investments to individual and business clientele.

• Insurance licensed to sell Credit, Life, Variable Life, Variable Annuity, Accident and Health Insurances, along with Long Term Care Insurance in Iowa, Illinois, Minnesota, Wisconsin & Florida

• Member of Financial Service Professionals (FSP)

• Qualifying Member of Million Dollar Round Table (MDRT) Court of the Table; The Million Dollar Round (MDRT) is an independent association. Membership is based on production.

• Volunteer for the Make-a-Wish Foundation

• Professional Designations: RFC (Registered Financial Consultant)LUTCF (Life Underwriter Training Counsel Fellow) Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Contact information

Donna A. Kuhlman RFC, LUTCF Senior Wealth Manager Cell: (563) 599-9201; 325 Main Street, Colesburg, IA 52035; Donna.Kuhlman@CeteraWealth.com, or www.KuhlmanFinancial.com

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