Kristopher Schwarte
About Kristopher Schwarte
Kristopher Schwarte is a Financial Representative at Western & Southern Financial Group, where he has worked since August 2023. He has extensive experience in financial consulting and guidance, having previously held positions at Cengage, Fidelity Investments, Empower, and TD Ameritrade.
Work at Western & Southern Financial Group
Kristopher Schwarte began his role as a Financial Representative at Western & Southern Financial Group in August 2023. In this position, he focuses on providing financial guidance and support to clients, helping them manage their financial goals effectively. His experience in the financial sector equips him with the skills necessary to assist families in achieving a better understanding of their finances.
Previous Experience in Financial Services
Before joining Western & Southern Financial Group, Kristopher Schwarte accumulated extensive experience in the financial services industry. He worked at Fidelity Investments from 2008 to 2017 as a Workplace Guidance professional. Following this, he served as a Senior Retirement Consultant at Empower from 2021 to 2023. Additionally, he held the position of Financial Consultant at TD Ameritrade from 2018 to 2020. His diverse roles have contributed to his expertise in financial planning and client relations.
Educational Background
Kristopher Schwarte studied at Cincinnati State Technical and Community College, where he earned an Associate of Applied Business degree in Marketing Management from 1999 to 2002. He is currently pursuing a Bachelor of Arts in Integrative Studies at Northern Kentucky University, a program he has been engaged in since 2017. His educational background supports his professional endeavors in the financial sector.
Passion for Financial Guidance
Kristopher Schwarte has a deep passion for assisting families in gaining a stronger handle on their finances. This commitment drives his work as a Financial Representative, where he aims to provide valuable insights and support to help clients navigate their financial challenges. His focus on family financial well-being underscores his approach to client interactions.
Career Progression
Kristopher Schwarte has demonstrated a steady career progression in the financial services industry. His roles have evolved from financial consulting at Fidelity Investments to more specialized positions at Empower and TD Ameritrade. Each position has contributed to his comprehensive understanding of financial products and client needs, culminating in his current role at Western & Southern Financial Group.