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Cfp Richard Kunz Ctfa Aep
Cfp Richard Kunz Ctfa Aep
Vice President And Trust Officer | Security National Bank
North Sioux City, South Dakota, United States
Cfp Richard Kunz Ctfa Aep
Summary
Richard Kunz is a seasoned financial professional with over three decades of experience in the banking industry, currently serving as Vice President and Trust Officer at Security National Bank of South Dakota. He specializes in wealth management, retirement planning, and the administration of various trusts, including charitable and estate trusts. His extensive knowledge in finance is complemented by his professional designations as a Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA), and Accredited Estate Planner (AEP). Richard has a proven track record of fostering strong client relationships and delivering tailored financial solutions. His deep understanding of estate law and investment management has positioned him as a trusted advisor for clients across 42 states. In addition to his professional accomplishments, he is committed to continuous learning and development in the ever-evolving financial landscape.
Cfp Richard Kunz Ctfa Aep
Work Experience
Vice President And Trust Officer at
Security National Bank
November 1985 - Present
Vice President and Trust Officer at
Security National Bank
November 1985 - Present
Cfp Richard Kunz Ctfa Aep
Education
Minnesota State University Moorhead, B.A. - Business Administration
January 1977 - January 1981
January 1979 - January 1980
January 1979 - January 1980
Minnesota State University Moorhead, B.A. - Business Administration
January 1977 - January 1981
ABA Graduate Trust School
Frequently Asked Questions about Cfp Richard Kunz Ctfa Aep
What is Cfp Richard Kunz Ctfa Aep email address?
Cfp Richard Kunz Ctfa Aep's primary email address is *****@snbonline.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Richard Kunz Ctfa Aep work for?
Cfp Richard Kunz Ctfa Aep is a Vice President And Trust Officer at Security National Bank, a company specializing in State commercial banks.
Where Cfp Richard Kunz Ctfa Aep graduated from?
Cfp Richard Kunz Ctfa Aep holds a degree in Business And Marketing from Minnesota State University Moorhead.
How can I directly contact Cfp Richard Kunz Ctfa Aep?
To contact Cfp Richard Kunz Ctfa Aep directly, you can use the email address *****@snbonline.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Richard Kunz Ctfa Aep?
Richard Kunz is a seasoned financial professional with over three decades of experience in the banking industry, currently serving as Vice President and Trust Officer at Security National Bank of South Dakota. He specializes in wealth management, retirement planning, and the administration of various trusts, including charitable and estate trusts. His extensive knowledge in finance is complemented by his professional designations as a Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA), and Accredited Estate Planner (AEP). Richard has a proven track record of fostering strong client relationships and delivering tailored financial solutions. His deep understanding of estate law and investment management has positioned him as a trusted advisor for clients across 42 states. In addition to his professional accomplishments, he is committed to continuous learning and development in the ever-evolving financial landscape.
Cfp`s contact details
*****@snbonline.com
Colleagues
Vice President of Commercial Services
Vice President Ag and Correspondent Loans
Vice President Commercial Services
Vice President
Sr. Vice President and General Auditor
Vice President - Mortgage Loan Services
Sr. Vice President Bank Operations
Senior Vice President - Commercial Services / Chief Credit Officer
Vice President - Commercial Services
Vice President of Employee Benefits