Kim Huppertz

Kim Huppertz has worked in the retirement planning industry for over 14 years. Kim started their career at Freedom One Financial Group in 2006, where they served as a Client Relationship Manager. In this role, they ensured the smooth operation of defined contribution plans and conducted investment reviews for clients.

Kim then moved on to Alliance Benefit Group of Michigan in 2010, where they worked as a Client Relationship Manager for defined contribution plans, such as 401(k) and 403(b). Kim'sresponsibilities included overseeing plan administration and ensuring client satisfaction.

In 2013, Kim joined Alerus Retirement Solutions as an Account Manager. Kim developed and maintained relationships with retirement plan clients, provided investment reviews, and made recommendations for plan enhancements.

Most recently, Kim worked at CAPTRUST as a Relationship Manager, QKA, starting in 2014. Kim'sduties included collaborating with plan sponsors to optimize plan effectiveness through design improvements, participant advice, and enhanced communication. Kim also delivered investment reviews and plan demographic information to assist with plan assessment.

Throughout their career, Kim Huppertz has demonstrated their expertise in relationship management, plan administration, investment analysis, and client satisfaction in the retirement planning industry.

Kim Huppertz pursued their education at Western Michigan University from 1993 to 1997. During this time, they completed a Bachelor of Arts (B.A.) in Mathematics & Spanish as well as a Bachelor of Science (B.S.) in Secondary Education and Teaching. In 2010, Kim obtained additional certifications including a Series 65 License from the U.S. Securities and Exchange Commission and a Qualified 401(k) Administrator (QKA) credential from the ASPPA Benefits Council of Atlanta.