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Bill Kaufmann, Financial Advisor

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About Bill Kaufmann, Financial Advisor

Graduate of Drake University, located in Des Moines, Iowa, Bill holds a Bachelors of Science in Business Administration (BSBA) with degrees in Finance and Economics. A Navy and Marine Vet, he proudly served our country for 14 years. Bill has been assisting clients with their financial planning needs for over 20 years. He resides in Florida with his family and his dog Titus.

What are your Investment Needs?
  • Stock Analysis

  • Financial Planning

  • Retirement Planning

  • Education Planning

  • Individual Stock Accounts for Wealth Management

  • Business Accounts

  • 401 K Set up and Management

Contact Bill Kaufmann
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