Bill Hoeltgen
Kim graduated from the University of Denver, Daniels College of Business with a BSBA in Marketing, Magna Cum Laude. She currently holds FINRA Series 7, 6, 63 and 65 licenses and is licensed to sell life, disability, long-term care and annuity products in the state of Colorado. She is also registered to sell securities in California. In 2004, she earned the designation of CERTIFIED FINANCIAL PLANNER™ Practitioner after completing the Personal Financial Planning program at Metropolitan State College of Denver and is currently obtaining her CASL® designation (Chartered Advisor for Senior Living) through The American College.
Kim has successfully worked with individuals in the non-profit, K-12, higher education, and the private sector. Before joining Colorado Financial Partners, LLC and LPL Financial, she was affiliated with MetLife for 6 years, and she initially started her career in the financial services industry with an independent financial planning and money management firm.
