Kate B. Leipprandt,  CFP<sup>&reg;</sup> - Financial Advisor

Kate B. Leipprandt, CFP®

CHFC, CLU

Managing Director

Baldwin Financial Advisors, LLC

301 S Burton Pl
Arlington Hts, IL 60005
FINANCIAL ADVISOR'S WEBSITE
(847) 253-3185 CONNECT WITH Kate
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General

Kate Leipprandt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Baldwin Financial Advisors, LLC in Arlington Hts, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AEP (Distinguished)

Insurance Licenses

  • Life insurance: IL,MI,MO
  • Health/disability insurance: IL,MI,MO
  • Fixed annuities: IL
  • Variable annuities: IL

Broker-Dealer Affiliation

AXA Advisors, LLC

Broker-Dealer Disclaimer

I have a relationship with AXA Advisors, LLC- They are my outside investment / insurance 'toolkit' and are optional as a part of clients financial planning process.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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