Our Team

Jim is the owner and president of Kipp Wealth Management, LLC a comprehensive financial services firm. He is a successful Wealth Strategist, Financial Educator, and a Retirement Planning expert. He has been in practice for over 32 years. He is licensed in numerous states across the nation.

Jim is a consistent qualifier of the Million Dollar Round Table. This is a world-wide organization established in 1927 for financial professionals. These financial professionals have proven they have established best business practices and ethical standards with their clients. Jim is a qualifying member of the National Ethics Bureau.

Jim was selected by Milwaukee Magazine as one of Greater Milwaukee’s best Personal Wealth Managers. These are less than 7% of the Wealth Managers in the Milwaukee area who they felt were someone that would listen to their clients, represents their interests and operates with an emphasis on integrity and service.

Jim was presented with the “Individual Top Advisors” award from a national financial marketing firm in San Diego. He was inducted into their financial professional’s “Dream Team”. These are the top 100 financial professionals selected out of over 3,000 advisors nationwide.
Jim is a member of the Asset Protection Academy. These financial professionals are dedicated to helping people protect their assets. Jim specializes in teaching individuals how to build wealth safely and how to protect their wealth from market losses and from income taxes. He says it makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way.

There is over $24 Trillion in retirement accounts that have not been taxed yet. If you own an IRA, a 401k plan, 403b plan, or a 457 plan, taxation is the largest detriment to your retirement plan. Jim will teach you how you can get 50% to 100% more income from your retirement plan when you apply the asset protection principals Jim teaches.