Mindee Kissinger, CIMA®

Investment Advisor Representative

25 years of experience

About

Mindee has 25 years of experience navigating capital markets, investment portfolio construction, and financial planning for small businesses and individuals. In her current role, Mindee spends most of her time supporting individuals with all aspects of financial planning and investment management. She is driven to help others by understanding what is most important to them and formulating a plan for each of their specific goals.

In addition to working with individuals, Mindee also supports business owners and executives with their company sponsored retirement plans. She provides consultation for investment due diligence and manager selection, as well as employee financial education.

Mindee is an Investment Advisor Representative, securities licensed through FINRA, and a Certified Investment Management Analyst® (CIMA®) professional.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.

Latest News & Updates from Mindee Kissinger, CIMA® and Team

About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

11101 Switzer Rd, Overland Park, KS 66210, USA | (913)338-5300 | Get Directions | View Team Details