Kim Gustafson Email & Phone Number | At Colorado Financial Advisors, my approach is client-centric, focusing on wealth accumulation and ensuring tax-advantaged distribution. My expertise in retirement planning, estate transfers, and comprehensive financial solutions has consistently supported clients in achieving their financial aspirations. Our team excels in retirement planning, life insurance, and investment management, tailoring strategies to each client's unique needs. In collaboration with industry partners, we prioritize integrity and customer service, I guide clients through complex financial landscapes. Together, we transform business value, building legacies and nurturing lifelong relationships.

Kim Gustafson

At Colorado Financial Advisors, my approach is client-centric, focusing on wealth accumulation and e...
702 North Madison Street, Fortville, United States

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Kim Gustafson’s Email kim.gustafson@wellsfargo.com

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Kim Gustafson’s Location 702 North Madison Street, Fortville, United States

Kim Gustafson’s Current Industry Colorado Financial Advisors K2 Home Lending

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Work Experience

Colorado Financial Advisors

Wealth Advisor

2023-10-01T00:00:00.000Z - Present

K2 Home Lending

Owner & Sr. Loan Officer #404870

2023-10-01T00:00:00.000Z - Present

Primelending A Plainscapital

Production Manager, RG Mortgage Team

2021-07-01T00:00:00.000Z - 2023-09-01T00:00:00.000Z

Wells Fargo Home Mortgage

Branch Manager - West and North Denver Metro Area #404870

2018-07-01T00:00:00.000Z - 2021-07-01T00:00:00.000Z

Fortis Private Bank

Managing Director

2017-01-01T00:00:00.000Z - 2018-05-01T00:00:00.000Z

Bny Mellon Wealth Management

VP/TX, CO and Southwest Region

2013-12-01T00:00:00.000Z - 2016-03-01T00:00:00.000Z

Wells Fargo Private Mortgage

VP, Private Mortgage Banker

2009-04-01T00:00:00.000Z - 2013-12-01T00:00:00.000Z

Bank Of America

Vice President of Global Wealth & Investment Management/Premier Banker & Banking Center Manager II

2003-08-01T00:00:00.000Z - 2006-04-01T00:00:00.000Z

American Express Financial Advisors

Financial Advisor

2002-08-01T00:00:00.000Z - 2003-08-01T00:00:00.000Z

Wireless Warehouse

Partner/Founder

1999-01-01T00:00:00.000Z - 2002-06-01T00:00:00.000Z

Skills

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FAQ About Kim Gustafson

Kim Gustafson is located at
702 North Madison Street, Fortville, United States

Kim Gustafson is a At Colorado Financial Advisors, my approach is client-centric, focusing on wealth accumulation and ensuring tax-advantaged distribution. My expertise in retirement planning, estate transfers, and comprehensive financial solutions has consistently supported clients in achieving their financial aspirations. Our team excels in retirement planning, life insurance, and investment management, tailoring strategies to each client's unique needs. In collaboration with industry partners, we prioritize integrity and customer service, I guide clients through complex financial landscapes. Together, we transform business value, building legacies and nurturing lifelong relationships.

Kim Gustafson currently works in the Colorado Financial Advisors | K2 Home Lending |

No Languages Available

Kim Gustafson has prior
experience in the following industries:
Primelending A Plainscapital | Wells Fargo Home Mortgage | Fortis Private Bank | Bny Mellon Wealth Management | Wells Fargo Private Mortgage | Bank Of America | American Express Financial Advisors | Wireless Warehouse

Kim Gustafson has the following professional experience:
Colorado Financial Advisors | K2 Home Lending | Primelending A Plainscapital | Wells Fargo Home Mortgage | Fortis Private Bank | Bny Mellon Wealth Management | Wells Fargo Private Mortgage | Bank Of America | American Express Financial Advisors | Wireless Warehouse