Adam Kuettel

CFP®, APMA®
Personal Finance, Retirement, Investing
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“Adam Kuettel, Managing Partner of Kuettel Capital, always puts the client first and keeps himself available as a resource for the client no matter what their needs.”
Firm:

Kuettel Capital

Job Title:

Owner, Managing Partner

Biography:

Adam Kuettel has enjoyed a lifelong infatuation with financial markets, drawn to businesses and their inner machinations from a very young age. What began as a personal curiosity rapidly bloomed into a full-fledged passion by the time Adam completed his education. Working in finance has afforded Adam the opportunity to help people achieve real, life changing goals. Whether this means securing a viable retirement solution, helping a family put their children through college, or leading his clients over any number of other financial hurdles, Adam deeply appreciates the opportunity to leverage his expertise in finance, economics, accounting, and the business world into real value for his clients.

Adam began his career with Beall Barclay & Company PLC as a member of their elite wealth management team. He provided critical resource to the firm, designing and presenting investing, tax, insurance, and benefit strategies for his clients. He also helped actively grow assets while maintaining the current firm client book. His work earned him an invitation to join Dividend Capital as a wholesaler, wherein his increased the capital inflow of his assigned region by a whopping 781% in just his first year. Adam also spearheaded educational programs for clients and advisors on alternative assets.

In 2011, Adam joined Praedium Consulting as a Principal, where he developed a sales platform for 1031 exchanges. Adam also oversaw research on national 1031 market opportunities and facilitated seamless transactions between institutions and clients.

In 2012, Adam Kuettel established Kuettel Capital, a full-service independent financial planning firm that always puts clients’ interests first. Under his leadership, Kuettel Capital remains unwavering in its commitment to building relationships on trust that can last decades, going far beyond just trade or insurance policy. Adam deeply understands that business is earned and partnering with his clients is nothing short of a privilege.

Adam Kuettel earned his Bachelor of Business Administration in Finance and Marketing from the University of Central Arkansas. He qualified as a Certified Financial Planner at Rice University and as an Accredited Portfolio Management Advisor at the College for Financial Planning in Denver, Colorado. Adam holds a Series 66 (Securities Agent and Investment Advisor Representative) certification, as well as an Arkansas Insurance Life and Health License.

Outside of work Adam enjoys spending his time fishing and playing golf. He finds both activities relaxing. They're a great way to "recharge," and they help him perform better once he returns to work.

Education:

BBA, Finance & Marketing, University of Central Arkansas

CRD Number:

5473537

Disclaimer:

All contents of the Kuettel Capital Web Site are: © 2018 by Kuettel Capital

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What is the most efficient way to learn how to invest while working full-time?
67% of people found this answer helpful

Learning how to invest successfully is a lifetime pursuit. Even seasoned investors have to continually learn what works and what doesn't, often through trial and error. Outside of the classroom, the best way to learn how to invest is to read. You say you're hungry for knowledge, so I suggest you begin with this list. While reading through those books, you should also use Investopedia's Stock Simulator. Finally, think about your network. Do you know anybody who invests? Maybe you know someone who owns property or who has been successful in the stock market. Meet with them and pick their brains. There might even be a group in your area for beginning investors.

Once you build up a solid base of knowledge, you'll start to feel confident in making your own investment decisions. Before you pull the trigger, though, it's probably a good idea to meet with an experienced financial advisor to discuss your ideas. If you want to work with an advisor, make sure you interview several candidates. You want to make sure that you and the advisor are a right match. You're young, and you have plenty of time to learn and invest. Don't stress yourself out about learning, though. Learning is one of the most enjoyable aspects of investing. Good luck!

April 2017