As a Partner and Financial Advisor at 37 Wealth, I have the privilege of meeting with clients to discuss their financial situations and help them shape their goals for the future. With over 40 years of experience in the financial services industry, I have dedicated my career to providing guidance and support to pre-retirees and retirees, ensuring they make the most of their financial futures.
At 37 Wealth, my primary focus is always on my clients. I believe in putting their needs first and working closely with them to understand their unique circumstances and aspirations. In addition to serving my clients, I also bear the responsibility of shaping 37 Wealth's business vision and direction, ensuring that we continue to provide exceptional service and meet the evolving needs of our clients. Specializing in asset allocation and retirement income planning, I have developed a deep understanding of the strategies and considerations necessary for a successful retirement. I take great satisfaction in utilizing my expertise to help clients plan for and transition into retirement, as well as navigate other significant life changes.
My journey began in 1983 at Waddell & Reed, where I started my career and honed my skills. Since then, I have dedicated myself to helping individuals like you work towards their financial goals, ensuring a secure and fulfilling retirement. I also obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986. Throughout my career, I have been honored as a 23-time qualifier for Waddell & Reed Inc's Crest award*, which recognizes superior sales achievement. This recognition reflects my dedication to using my talents to make a positive impact in the lives of my clients. Nothing brings me greater joy than helping individuals plan for their financial futures and build lasting legacies. Additionally, I am a proud 1973 graduate of the University of St. Thomas in St. Paul, MN, where I earned a Bachelor of Arts degree.
Outside of my professional endeavors, I am a family man. My wife, Deb, and I have a daughter named Lorellee, and we are fortunate to call Lincoln our home. In my free time, I enjoy golfing, immersing myself in the sport's challenges and camaraderie. Additionally, I am an avid supporter of Husker athletics, eagerly attending their events and cheering them on.
*Nominations for this award were issued by Waddell & Reed Inc. and occurred prior to Loren Kampschnieder's affiliation with LPL Financial. This nomination was based on total gross revenue.