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Cfp Richard Kunz Ctfa Aep

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Cfp Richard Kunz Ctfa Aep

Vice President And Trust Officer | Security National Bank

North Sioux City, South Dakota, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Richard Kunz Ctfa Aep

Work Experience

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Vice President And Trust Officer at

Security National Bank

November 1985 - Present

company logo

Vice President and Trust Officer at

Security National Bank

November 1985 - Present

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Cfp Richard Kunz Ctfa Aep

Education

Minnesota State University Moorhead, B.A. - Business Administration

January 1977 - January 1981

University of South Florida

January 1979 - January 1980

University of South Florida

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

mail

*****@snbonline.com

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