Kenny DuPre, CFP, CFC
Financial Advisor
I enjoy helping clients prepare for and actualize their financial goals to ultimately support a lifestyle that aligns with their values.
OVERVIEW
Kenny strives to provide expertise in financial planning and investment management. He helps to make financial complexities appear simple and understandable through education.
Kenny is someone who will take a listen-first approach to truly understand your priorities, concerns and aspirations. He will work in coordination with CPAs and attorneys to assist with cohesive, comprehensive financial planning.
In his free time, Kenny can be found indulging in a variety of outdoor passions including canoeing, camping, hiking and fishing. He is also an avid runner and aspiring triathlete.
QUALIFICATIONS
Memberships
- Financial Planning Association of Minnesota
Designations/Licensures
- Certified Financial Planner
- Chartered Financial Consultant
Education
- Bachelor of Financial Planning – Creighton University, Omaha, NE
KNOWLEDGE
Client Work
- Performs cash flow analysis to advise on social security timing and pension selection strategies.
- Creates investment withdrawal strategies to properly fund retirement and minimize taxes.
- Analyzes the potential tax-benefit of implementing annual Roth IRA conversions.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC and Eide Bailly Agency, LLC which operate under Eide Bailly LLP. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Insurance products are offered or issued via Eide Bailly Agency, LLC. Not all products and services are available in all states. Eide Bailly Financial Advisors can also be licensed as insurance agents/producers of Eide Bailly Agency.
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See this advisor's status, SEC Advisor Info: https://www.adviserinfo.sec.gov/