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Kenneth Arvidson, CLU, MSFS

Kenneth Arvidson, CLU, MSFS

Vice President- BGA Distribution and Life Wholesaling

Followers of Kenneth Arvidson, CLU, MSFS634 followers
location of Kenneth Arvidson, CLU, MSFSManitowish Waters, Wisconsin, United States

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  • Timeline

  • About me

    VP - Life & Annuity Brokerage

  • Education

    • The American College

      2010 - 2012
      Master's degree Financial Services

    • University of Colorado Boulder

      1978 - 1980
      International Economics

    • Indiana University Bloomington

      1980 - 1983
      BS/BA Business/Managerial Economics

      Activities and Societies: Omicron Delta Epsilon Economic Honor Society Sigma Phi Epsilon Social Fraternity

  • Experience

    • Nationwide Financial

      Mar 1996 - Dec 2012
      Vice President- BGA Distribution and Life Wholesaling

    • 4WEALTH® FINANCIAL GROUP, LLC

      Jan 2013 - Dec 2016
      Director of Insurance

    • Capitas Financial

      Jan 2016 - Oct 2018
      Senior Vice President Of Sales

      Collaborated with the Private Client Bank/Group teams of major financial institutions as their insurance specialist designing and implementing estate plans.

    • Crump Life Insurance Services

      Nov 2018 - Nov 2023
      Regional Insurance Strategist

      I develop, design and implement the protection and liquidity plans for the HNW & UHNW clients of a major financial institution in the Midwest and Rocky Mountain regions.

    • Gallagher

      Nov 2023 - now
      VP - Gallagher Life & Annuity Brokerage

  • Licenses & Certifications

    • Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC

      The Leaders Group, Inc.
      Feb 2024

    • MSFS - Master of Science in Financial Services

      The American College of Financial Services
      Aug 2012
      View certificate certificate

    • Long Term Care- Partnership LTCI

      Wisconsin Office of the Commissioner of Insurance (OCI)

    • Series 6, 63

      FINRA

    • Chartered Life Underwriter®

      The American College of Financial Services
      Jul 2003
      View certificate certificate

  • Volunteer Experience

    • Soldier

      Issued by The Salvation Army on Jan 1977
      The Salvation ArmyAssociated with Kenneth Arvidson, CLU, MSFS

    • Member

      Issued by Manitowish Waters Lake Owners Association on Jan 2000
      Manitowish Waters Lake Owners AssociationAssociated with Kenneth Arvidson, CLU, MSFS

    • Board Member

      Issued by North Lakeland Discovery Center on Jan 2014
      North Lakeland Discovery CenterAssociated with Kenneth Arvidson, CLU, MSFS

    • Donor

      Issued by United Way of Metropolitan Chicago on May 1997
      United Way of Metropolitan ChicagoAssociated with Kenneth Arvidson, CLU, MSFS

    • volunteer

      Issued by Lincoln Park Community Shelter on Apr 2001
      Lincoln Park Community ShelterAssociated with Kenneth Arvidson, CLU, MSFS

    • Memorial Union

      Issued by University of Wisconsin-Madison on Mar 2015
      University of Wisconsin-MadisonAssociated with Kenneth Arvidson, CLU, MSFS