Corey Purkat

Corey Purkat

LPL Financial Planner
Forest Lake, Minnesota, United States

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Work Experience

Wealth Enhancement Group

Senior Financial Planner

2021-09-01 - Present

Purkat Financial

CEO

2015-10-01 - 2021-09-01

Bronfman E.L. Rothschild

401(k) Advisor | Wealth Advisor

2015-03-01 - 2015-10-01

Transamerica Financial Advisors, Inc.

401(k) Retirement Plan Consultant

2013-05-01 - 2015-03-01

Securian Financial Group

401(k) Business Development

2012-03-01 - 2013-04-01

ADP, Inc.

401(k) Educator

2008-01-01 - 2012-03-01

Skills

financial planning investment management tax strategies risk management insurance estate planning group retirement plan consulting retirement income planning

Languages

English