Jim excels as a private wealth adviser for Wealth Management Group of KC, Inc., which manages assets and provides life planning for nearly 200 families and business owners.
CHAMPLIN, MN, August 02, 2024 /24-7PressRelease/ -- James A. Powers has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
A seasoned financial expert backed by decades of professional expertise, Jim excels as a private wealth adviser for Wealth Management Group of KC, Inc., which manages assets and provides life planning for nearly 200 families and business owners. He offers asset allocation, portfolio management, risk evaluation, performance analysis, financial life planning, wealth transfer, and charitable giving solutions. He works with clients typically ranging from 45 to 70. However, in recent years, Mr. Powers has begun working with his clients' children, helping the next generation learn time-tested principles about money management stewardship to prepare them to inherit from their parents.
Since beginning his role as wealth advisor in 1987, Mr. Powers is a believer in constantly learning and growing in his profession. An expert in his field, he earned a Bachelor of Agricultural Business Administration in finance from the University of Minnesota in 1984. Subsequently, Mr. Powers expanded his professional knowledge by obtaining a Series 7 securities license, and becoming a CERTIFIED FINANCIAL PLANNER™, CFP, Chartered Retirement Planning CounselorSM, CRPC®, Certified Kingdom Advisor®.
He has broadened his financial expertise having served in several capacities within the financial services industry, as an advisor, marketing director, advisor trainer and helping other advisors with practice management challenges and opportunities. He also served as a training assistant with Focus Seminars of KC, a private wealth adviser with Lincoln Financial Group, and a consultant with Advent Financial Services. During the early stages of his career, he also honed his skillset in various corporate management roles with H&R Block, Ameriprise Financial Services, Inc., and Bunge Brasil.
In conjunction with his work responsibilities, Jim has contributed to his community as a training assistant with The Intentional Journey. Additionally, he has dedicated himself to other organizations, including FCMM Benefits & Retirement and Freedom Fire Urban Ministries. While his career has been filled with highlights, he takes the most pride in the educational aspect of his job. He emboldens clients of varying net worth to create a spending plan and to be proactive with where they allocate their finite resources. As part of the training and education he empowers clients to think about and implement legacy planning strategies.
Though hard work and dedication have brought him far in his career, Jim credits his success to his passion for what he does and his commitment to mentoring others. Looking ahead, Jim intends to continue servicing his clients and families by incorporating a succession plan so that his clients have continuity with their long-range financial plans with no disruptions to achieve their goals and dreams.
Registered Representative, Fixed Annuities offered through Wealth Management Group of KC, Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Management Group of KC, Inc. are not affiliated.
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