Ken Loebel brings you the following benefits:
- Personalized Attention
- Local and Independent
Experience Matters when working with a financial professional.
Over the past 20+ years, Ken Loebel has been assisting his clients in making well-informed decisions with regards to their financial lives, in areas such as:
- Savings and Investment strategies for future retirement needs
- Saving and funding for future education needs
- Helping to protect inheritance and developing long-term financial plans
- Long Term Care solutions and insurance
- Planning for senior living financial needs
Are the recommendations that you get personalized?
Ken’s personalized approach to financial planning and portfolio management recommendations has helped many clients to make challenging decisions that impact their life and the lives of family members.
Qualifications and track record matters
Ken has an impressive track record in working with clients and has been responsible for managing a wealth management department for a $1.4 billion financial institution. He is a member of the Financial Services Institute and The Academy of Financial Services and licensed to sell all general securities, not just a limited subset. Ken has Series 7, 63,65 and 24 securities licenses as well as insurance producer’s license for Life/Accident/Health and Long Term Care. Ken is registered in Illinois and Nebraska for insurance and in Illinois and California for advisory services.
Ken is an adjunct professor at multiple private universities, including Judson University and Benedictine University. He has also been recognized for his work by Prudential Securities and is a contributing member to several local Chambers of Commerce. Ken’s education consists of a BBA in Finance and Marketing from the University of Wisconsin as well as a Master’s Degree in Business Administration.
Being in the community matters
Ken and his family have been residents in the Fox Valley since 1999. He is a proud father of two girls and is actively involved in music ministry. Ken has served as the President of the Delnor Men’s Foundation and supports causes related to cancer wellness and resources. He recently completed his second 39 mile Avon Walk for Breast Cancer and has volunteered to for the Paul Ruby Foundation, the Geneva Sports Boosters, and the Geneva Film Festival. Ken is an active member of the Geneva community and believes in giving back to the community.
When you get answers, you want them to come from an independent professional, not someone who can only sell a proprietary product. Being able to provide independent advice and make tailored recommendations based with access to a wide array of solutions and no proprietary interests allows Ken to provide independent advice that you can trust.