My approach as a Financial Advisor revolves around understanding the unique priorities and passions of each client. By delving into their individual goals and aspirations, I can provide a comprehensive insurance and investment plan aligned with their best interests. I'm dedicated to ensuring that my clients and their loved ones are protected with appropriate insurance and have a strategic plan in place to become more financially secure.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My academic experience and military background facilitated my journey into the world of financial planning and fostered a desire to continue serving others. I graduated from the United States Military Academy at West Point with a bachelor's degree in human resources and later earned a master's degree in information technology from Webster University. This diverse background of leading and serving while utilizing IT systems and analysis provided skills very applicable to the financial planning process.
After dedicating over two decades to military service, I made a pivotal decision to transition my leadership and technical skills into the realm of financial planning. The motivation behind this shift was a desire to channel my experience towards helping individuals achieve greater financial security and plan for the future.
As a licensed and registered advisor, I operate in 17 states, and hold a range of licenses that highlight my commitment to providing comprehensive financial services. My credentials include licenses for Life and Health insurance and Financial Industry Regulatory Authority (FINRA) Series 6, 63 and 65. My experience encompasses various facets of financial planning, including life, health, disability, long-term care, Medicare insurance products, and group benefits for companies. On the investment side, I specialize in mutual funds, managed accounts, retirement accounts, annuities, and company retirement plans such as SIMPLE and SEP IRAs and 401(k).
Outside of my professional commitments, I enjoy spending quality time with my wife, children and grandchildren. Fishing and camping are a couple of our favorite pastimes. As a family, we also enjoy serving together at a local church and cultivating a healthy lifestyle through working together on our hobby farm producing fresh, natural food.
Financial AdvisorAl Kearse
My approach as a Financial Advisor revolves around understanding the unique priorities and passions of each client. By delving into their individual goals and aspirations, I can provide a comprehensive insurance and investment plan aligned with their best interests. I'm dedicated to ensuring that my clients and their loved ones are protected with appropriate insurance and have a strategic plan in place to become more financially secure.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My academic experience and military background facilitated my journey into the world of financial planning and fostered a desire to continue serving others. I graduated from the United States Military Academy at West Point with a bachelor's degree in human resources and later earned a master's degree in information technology from Webster University. This diverse background of leading and serving while utilizing IT systems and analysis provided skills very applicable to the financial planning process.
After dedicating over two decades to military service, I made a pivotal decision to transition my leadership and technical skills into the realm of financial planning. The motivation behind this shift was a desire to channel my experience towards helping individuals achieve greater financial security and plan for the future.
As a licensed and registered advisor, I operate in 17 states, and hold a range of licenses that highlight my commitment to providing comprehensive financial services. My credentials include licenses for Life and Health insurance and Financial Industry Regulatory Authority (FINRA) Series 6, 63 and 65. My experience encompasses various facets of financial planning, including life, health, disability, long-term care, Medicare insurance products, and group benefits for companies. On the investment side, I specialize in mutual funds, managed accounts, retirement accounts, annuities, and company retirement plans such as SIMPLE and SEP IRAs and 401(k).
Outside of my professional commitments, I enjoy spending quality time with my wife, children and grandchildren. Fishing and camping are a couple of our favorite pastimes. As a family, we also enjoy serving together at a local church and cultivating a healthy lifestyle through working together on our hobby farm producing fresh, natural food.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
