Jim Kallstrom
About Jim Kallstrom
Jim Kallstrom serves as the Senior Vice President at Oak Ridge Financial, where he focuses on fixed income investing and retirement income planning. With extensive experience in municipal bonds and a strong background in strategic planning, he has been a key figure in the financial sector since 2013.
Work at Oak Ridge Financial
Jim Kallstrom has served as Senior Vice President at Oak Ridge Financial since 2013. In this role, he focuses on fixed income investing, catering to individuals, money managers, bank portfolios, and mutual funds. His expertise lies in retirement income planning and asset allocation, where he employs investment planning and risk assessment strategies. Kallstrom emphasizes income investing strategies, particularly in tax-free municipal bonds, to meet the financial goals of his clients.
Previous Experience at Dougherty & Company
Before joining Oak Ridge Financial, Jim Kallstrom worked at Dougherty & Company as Senior Vice President for 18 years, from 1994 to 2012. During his tenure, he gained extensive experience in the Greater Minneapolis-St. Paul Area, further developing his expertise in fixed income investments and municipal bonds. His long-standing career in the financial sector has equipped him with a deep understanding of investment strategies and client relations.
Education and Expertise
Jim Kallstrom studied at the University of Minnesota - Carlson School of Management, where he earned a Bachelor of Science (BS) degree in Accounting and Finance from 1987 to 1991. His educational background provides a strong foundation for his work in strategic planning, investments, investment banking, and financial modeling. Kallstrom's academic training complements his practical experience in the financial industry.
Specialization in Fixed Income and Municipal Bonds
Kallstrom specializes in fixed income investing, with a particular focus on municipal bonds. His deep knowledge in this area allows him to develop tailored investment strategies for his clients. He is skilled in retirement income planning and asset allocation, utilizing investment planning and risk assessment to optimize financial outcomes. His approach is centered on income investing strategies that align with clients' financial objectives.
Client Relations and Accessibility
Jim Kallstrom is known for his ability to relate to clients on a personal level. He prioritizes accessibility, ensuring that clients can easily communicate their needs and concerns. This approach fosters strong relationships and trust, which are essential in the financial services industry. Kallstrom's commitment to client engagement enhances his effectiveness as a financial advisor.