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Kim Stevenson, Financial Advisor

FINANCIAL ADVISOR
Kim J Stevenson

CFP®, ChFC®, CLU®, AAMS™, CRPC™
5540 S East Street Suite 108, Indianapolis, IN 46227opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

About Kim

In the fall of 1997, I began my practice with Edward Jones. My practice focuses on in-depth planning with clients to help achieve their financial goals. This includes helping my clients retire with dignity, educating their children and grandchildren, and legacy strategies.

I received a Bachelor of Science degree in nursing from Indiana State University in Terre Haute, IN. I have earned the CFP® certification and the ChFC®, CLU®, CRPC™ and AAMS™ professional designations from the College for Financial Planning in Denver, CO. These designations are awarded to individuals that complete professional education programs, pass a final examination, commit to...

Work History

  • Edward JonesNovember 1997 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Indiana State Univ-Terre HauteBachelors

Personal Interests

  • Pickleball
  • Animal Rescue
  • Football
  • Gardening
  • Traveling

Send Me a Message

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Office Information

Phone

(317) 882-1787

Fax

(888) 271-2485

Office Address

5540 S East Street Suite 108
Indianapolis, IN 46227opens in a new window

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