Ann Kolstad, B.A., Cfp, Rrc®
About Ann Kolstad, B.A., Cfp, Rrc®
Ann Kolstad is an Associate Consultant at IG Wealth Management with over 30 years of experience in financial planning. She specializes in managing comprehensive personal financial plans and has a strong commitment to client relationship building.
Work at IG Wealth Management
Ann Kolstad has a long tenure at IG Wealth Management, spanning over three decades. She began her career with the company as a Financial Consultant in 1982, serving in this role for 26 years until 2008. Following this, she held the position of Division Director for seven years until 2015. After a brief period as a Senior Financial Consultant from 2015 to 2019, she transitioned to her current role as Associate Consultant, where she has been working since 2019. Throughout her time at IG Wealth Management, she has collaborated with a team of specialists to create and manage comprehensive personal financial plans.
Education and Expertise
Ann Kolstad holds a Bachelor of Arts degree and is a Certified Financial Planner (CFP) as well as a Registered Retirement Consultant (RRC®). Her educational background, combined with her extensive experience in financial planning, equips her with the knowledge necessary to assist clients in various areas, including Tax Planning, Estate Planning, Insurance Planning, Cash Management, Retirement Planning, and Investment Planning.
Background
Ann Kolstad comes from a family with a strong legacy in financial planning. Both of her parents and her brother have served as financial planners at IG Wealth Management. This familial background has likely influenced her career path and dedication to the field of financial planning, contributing to her extensive experience and commitment to client service.
Client Relationship Management
Ann Kolstad emphasizes the importance of building and maintaining client relationships in her work. She is dedicated to understanding her clients' needs and helping them achieve their financial goals. This focus on client service is a key aspect of her role as an Associate Consultant, where she collaborates with specialists to provide tailored financial solutions.
Professional Experience
With over 20 years of experience as a self-employed business owner within IG Wealth Management, Ann Kolstad has developed a comprehensive understanding of the financial services industry. Her long-standing career at IG Wealth Management reflects her commitment to the profession and her ability to adapt to various roles within the organization.