Kurt R. Seeman & Co
Kurt R. Seeman, B.S.B.A
Kurt has been successfully delivering sound financial advice and superior service to clients for 33 years. Since 1976, Kurt has served as President with Business & Financial Services of Eau Claire, WI and Kurt R. Seeman & Co. of Altoona, WI. He is a Registered Representative with Harbour Investments, Inc. Kurt has conducted seminars for National Conferences including presentations on retirement planning and pension plan lump sum investing.
Kurt's professional affiliations include memberships in the International Association of Registered Financial Planners, National Society of Public Accountants and National Association of Tax Practitioners.
Kurt's financial career focuses on retirement planning, wealth accumulation and preservation strategies individually designed for each of his clients, which include, but are not limited to, successful professionals, business owners,
retirees and health care providers.
Kurt enjoys running, skiing and motor sports. He currently resides in
Eau Claire, WI. He has 3 children and 4 grandchildren.
Aaron K. Seeman, CFPÒ , CLU
Aaron graduated from UW-LaCrosse with a degree in Finance.
He has been in the financial services industry since 2000 and is securities and insurance licensed. Aaron is a Registered Representative with Harbour Investments, Inc.
In 2003 Aaron earned his Certified Financial PlannerÔ designation.
Along with working at Kurt R.Seeman & Co. Aaron also owns Cadott Tax & Financial Services, LLC in Cadott.
Aaron is married with two children and enjoys mountain biking,
running, golfing, and fishing.
Amie Rubenzer, B.B.A.
Amie started at Kurt R. Seeman & Co. in 2002 as an intern. Upon graduation from UW-Eau Claire in December of 2003 with a Bachelor of Business Administration degree in Accounting and a minor in Management, she was hired full-time. Amie is currently the lead accountant at Kurt R. Seeman & Co..
Amie is a QuickBooks Certified Pro Advisor since 2006. She offers services such as assistance in setting up your QuickBooks, help with troubleshooting and advanced QuickBooks training.
Amie enjoys camping and four wheeling with her family, as well as scrapbooking.
