Heather Zoeller

Executive Assistant at McDaniel Knutson Financial Partners - Lawrence, KS, US

Heather Zoeller's Contact Details
HQ
785-841-4664
Location
Company
McDaniel Knutson Financial Partners
Heather Zoeller's Company Details
McDaniel Knutson Financial Partners logo, McDaniel Knutson Financial Partners contact details

McDaniel Knutson Financial Partners

Lawrence, KS, US • 20 - 49 Employees
Financial Services

McDaniel Knutson Financial Partners has been in business since 1981. Our advisors have over 125 years of experience combined. McDaniel Knutson is a full-service financial planning organization. We focus our commitment on being a partner and advocate for every client.► Our Purpose:To use our knowledge, skills & resources to increase clients' capacity to live & to give. ► Who We Are:When you hire McDaniel Knutson, you're getting a partner and advocate in your financial affairs, not just your financial advisor.►Who We Serve:♦ University professors, presidents, chancellors and administrators♦ Individuals and families who want to protect their assets and focus on reaching their most important goals♦ People who want to make a difference, have a focus on philanthropy and want to give back to important concerns♦ Small business owners seeking to establish financial security for themselves and employees►Philanthropic Vision - Partnering with Clients: Our vision is to inspire philanthropy and we want to help increase our clients'​ capacity to live and to give. We'll show you how you can leave an extraordinary legacy - for your loved ones and for the causes that matter to you.►Our University of Kansas Connection: Since 1981, McDaniel Knutson has worked with KU faculty and staff on their retirement plans. Whatever stage of life you're in, we can help you with your retirement-planning questions.Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through Affinity Financial Advisors, a Registered Investment Advisor, operating as McDaniel Knutson Financial Partners. Cetera is under separate ownership from any other named entity.

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Details about McDaniel Knutson Financial Partners
Frequently Asked Questions about Heather Zoeller
Heather Zoeller currently works for McDaniel Knutson Financial Partners.
Heather Zoeller's role at McDaniel Knutson Financial Partners is Executive Assistant.
Heather Zoeller's email address is ***@mcdanielknutson.com. To view Heather Zoeller's full email address, please signup to ConnectPlex.
Heather Zoeller works in the Financial Services industry.
Heather Zoeller's colleagues at McDaniel Knutson Financial Partners are Anna Richardson, Karey Chester, Jim Moore, Cynthia Folks, Tammy Barnes, Jude McDaniel and others.
Heather Zoeller's phone number is 785-841-4664
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