kasey-sipiorski_fd33e3d185594a768394bbfcd327ff04

Kasey Sipiorski

Financial Advisor

CLTC

Biography

Kasey is passionate about the work he does as a Financial Advisor. While in school, he felt like there was little to no financial education. In church, Kasey often heard the message, "Be a good steward with your money", but didn’t feel that information was given on how to do this. His parents said, "Save your money!", but that was followed with little detail or guidance. 

“I am honored to serve as a resource to individuals, families, and companies. My job is to educate, inform, and help my clients understand what it means to make informed financial decisions, be a good steward, and save efficiently,” says Kasey.

Connection, Direction, and Dedication are the core of his business. Connection with people is his priority; it's about the person and what they want to accomplish. Direction is working together to determine the best plan of action for each individual. Dedication is his pledge to review and revise as needed to ensure the strategy adapts to life's many changes.

Kasey and his wife reside in Sheboygan, Wisconsin, with their 5 children. In his spare time, you will find him at different activities with the kids, church events, and some volunteer activities with his Kiwanis club.  He also enjoys music, plays guitar, and sings. He believes in being involved and visible to make a difference in the community.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Strategies
  • College Funding Strategies

Languages

  • English

CRN202011-239246

Check the background of this investment professional on FINRA's BrokerCheck