Jacki Kolkman is a private wealth advisor with over 20 years of experience in financial services. Specializing in holistic financial planning, business succession planning, and investment coordination, Jacki helps clients integrate all areas of their financial lives, from tax and estate planning to investment and insurance.
Jacki resides in Minneapolis, Minnesota, and enjoys spending time with her family, traveling, cooking, and relaxing on the lake.
CFP®
CFP®
CLU®, ChFC®, CFP®
CFP®, CFS®, ChFC®
CFP®, AAMS®
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