Confer Financial Services

CONNECT

Address:

505 Pleasant St.
St. Joseph, MI 49085

Phone:

(269) 983-3030

Fax/Other:

(269) 983-5619

Certified Financial Planners

Kathleen J. Confer

Certified Financial Planner™

Serving the community as an independent financial planning practice for 17 years

Educational Background:

Certified Financial Planner - College for Financial Planning - Denver, CO

Bachelor of Arts Degree - Anderson University, Anderson, IN

Post Graduate Work - Counseling - Ball State University - Muncie, IN

Professional Organizations:

Anderson University Board of Trustees - Current

Financial Advisor/Board of Directors - Endowment Fund - First Church of God, Saint Joseph, MI

CFO™ Forum - Top independent Fee Planning investment advisors

Church of God, Anderson, IN - "National Strategic Planning Stewardship Transformation Team"



Memberships:

Southwest Michigan Estate Planning Council - Past President

Executive & Professional Women's Organization of Southwestern Michigan - Past President

Published:

Prudent Investor’s Guide to Beating Wall Street At It’s Own Game - Foreward

Current Registrations & Designations:

Certified Financial Planner, CFP™

Series 7 - General Securities Representative Registration

Series 24 - General Securities Principal Registration

Series 63 - Uniform Securities Agent State Registration

License

Insurance  - Life, Accident, Health, and Annuities

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck