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Lynn Kaye CFP(R), CIMA(R)

Lynn kaye cfp(r), cima(r)

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location of Lynn Kaye CFP(R), CIMA(R)Afton, Minnesota, United States
Phone number of Lynn Kaye CFP(R), CIMA(R)View Mobile No.
Followers of Lynn Kaye CFP(R), CIMA(R)760 followers

  • Timeline

  • About me

    President, Wealth Advisor, Owner at Kaye Family Wealth Management

  • Education

    • Anoka senior high

      -

      Activities and Societies: National Honor Society. Honor Roll. Varsity Cheerleader, Head Captain. MORP Court. Whirlwinds Swing Choir. Concert Choir. Who's Who of Young American High School Students. Miss Anoka 1977-1978.

    • College of financial planning

      -
      Cfp(r), certified financial planner(tm)

    • The wharton school

      -
      Cima(r) certified investment management analyst

    • University of minnesota

      1977 -
      Pre-dentistry, college of liberal arts

    • St. cloud state university

      1980 - 1982
      Bs business general business, marketing

  • Experience

    • Investment advisers, inc.

      Jan 1987 - Dec 1991
      Vice president of institutional sales and marketing

    • Piper jaffray

      Dec 1991 - Aug 1998
      Assistant vice president/investment executive

    • Morgan stanley

      Aug 1998 - May 2009
      Vice president/senior consultant, ics/financial advisor

    • Kaye family wealth management

      May 2009 - now
      President, wealth advisor, owner

    • Lpl financial

      May 2009 - now
      Registered principal-branch manager

      The Financial Consultants of Kaye Family Wealth Management are registered representatives of LPL Financial.

  • Licenses & Certifications

    • Cannon trust school of estate planning

    • Certified investment management analyst, cima(r)

      Wharton executive education school at the university of pennsylvania

    • Insurance/annuities representative, mn wi fl

      Mn insurance commissioner

    • Lynn kaye, certified financial planner(tm), cfp(r)

      College of financial planning

    • Registered iar/mn ca., through lpl financial

    • Series 24/registered principal/branch manager, through lpl financial

    • Series 7/securities, through lpl financial

  • Honors & Awards

    • Awarded to Lynn Kaye CFP(R), CIMA(R)
      Five Star Wealth Manager featured in Mpls/St. Paul and Twin Cities Magazines. Mpls/St. Paul and Twin Cities Business Magazines. Jan 2017 Ms. Kaye was voted as a Five Star Wealth Manager in the Twin Cities for 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025 and featured in Mpls/St. Paul and Twin Cities Business Magazines. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014… Show more Ms. Kaye was voted as a Five Star Wealth Manager in the Twin Cities for 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025 and featured in Mpls/St. Paul and Twin Cities Business Magazines. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024. Five Star Wealth Managers. Show less
    • Awarded to Lynn Kaye CFP(R), CIMA(R)
      Top Women in Finance 2011 Award FINANCE & COMMERCE Aug 2011 Four CEOs, six partners and shareholders, several presidents and senior vice presidents, and a few business owners are among the honorees. The awards recognize the efforts of women who are making notable contributions to their professions and communities. A listing appeared in the Wednesday, August 17, 2011 issue of FINANCE & COMMERCE.
    • Awarded to Lynn Kaye CFP(R), CIMA(R)
      NABCAP Premier Advisor for 2011 NABCAP, a nationally registered 501(c)(3) non-profit organization 2011 NABCAP Premier Advisor for 2011 and listed in Minneapolis/St. Paul Business Journal. NABCAP, a nationally registered 501(c)(3) nonprofit organization, is to serve the needs of the investing public by helping identify top wealth managers. NABCAP and its Board of Directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Participating practices may be published and will be compared versus their peers locally, regionally and nationally.… Show more NABCAP Premier Advisor for 2011 and listed in Minneapolis/St. Paul Business Journal. NABCAP, a nationally registered 501(c)(3) nonprofit organization, is to serve the needs of the investing public by helping identify top wealth managers. NABCAP and its Board of Directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Participating practices may be published and will be compared versus their peers locally, regionally and nationally. Distinguished characteristics of an advisory practice will include in part, though not exclusively: Team dynamics-who comprises the team, years of experience, credentials/designations, average AUM per client, planning/investment/risk philosophy, fee/cost structure, customer service, U4/ADV status. Show less