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Home » Bill Curtis

Bill Curtis

Bill Curtis recently joined the KFLP team as a part-time Business Advisory Consultant. He brings over 32 years of industry experience specializing in firm internal operations, product selection and customer service models. Bill is registered with FINRA and the SEC for investments and investment advisory, holding licenses for Series 7, 24, 27, 63 & 65.

Bill received his Bachelors of Science degree in Business Administration from Marquette University and a Master’s of Business Administration degree from Keller Graduate School of Management. Bill has been a lifelong Wisconsin resident, currently residing in Whitefish Bay with his wife Terry. They have three adult children and enjoy being a part of their children’s life journey. When he isn’t busy with KFLP, he can be found travelling or working on his golf game on a course somewhere near or far.

Bill’s experience and expertise bring valuable strengths to the team and KFLP is excited to have him aboard!

 

 

 

 

 

 

Contact Information

Knuth Financial Life Planning
101 Edison Ave, Suite 256
Appleton, WI 54915
Phone: 920.830.2077
Fax: 920.830.2049
Email: knuthoffice@knuthflp.com

Mission Statement

At Knuth Financial Life Planning we help people sort out their financial life with the rest of their life’s events. Through personal, comprehensive discussions, we develop strategies to empower clients to achieve their goals and dreams.

State Disclosure

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, IN, MI, MN, NC, OH, TN, TX, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Capacity Disclosure

Kay Knuth, Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Knuth Financial Life Planning are not affiliated.

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