ACP Public Library

From Professor to Multi-Advisor Practice: How to Succeed in a Male-Dominated Industry 

04-15-2016 15:34

Presented by Karen Folk on Friday April 15 at 2:00 p.m. (ET)

ACP member Karen Folk presents insight into her journey from professor to multi-advisor practice and succeeding in a male-dominated industry. In this recording, Karen shares how she became interested in advising, changing careers, joining ACP and becoming a successful multi-advisor firm.

Presenter, Karen Folk, is licensed as a Certified Financial Planner™ and has a PhD in Family and Consumption Economics from the University of Illinois. She has been involved in consumer education for over twenty years and has held positions at Oklahoma State University, the University of Illinois, and the University of Wisconsin. As a state cooperative extension specialist, she authored over 20 publications on money management topics.

She started her own business in 1999 as Folk Financial Planning. In 2011, Jacob Kuebler joined the firm as a business partner and they became Bluestem Financial Advisors, LLC. Bluestem Financial Advisors offers sound financial planning advice to middle-income clients. As a fee-only Certified Financial Planner™ practitioner, Karen receives no commissions from the purchase or sale of products. Her mission is to be a trusted advisor who helps ordinary people make smart choices about money.

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