Jody Redmann – Kingsview Asset Management

Specialties

Individual and Business Retirement Plans, Traditional and ROTH IRAs, QDRO processing and divorce provisions, Financial legacy and wealth transfer strategies.

Able to meet you on location at your home or business in Chicago and up to 60 miles outside of Chicago. Meetings by appointment, Saturdays and evenings available upon request.

Jody believes money is a tool, which enables her clients to build and live the lives they want. With over 12 years of industry experience in financial services, she has distilled her investment guidance down to the key principles of Modern Portfolio Theory and risk tolerance. Her advisory expertise ranges from asset management to wealth transfer, helping businesses and families with personalized retirement strategies. Jody also brings a unique perspective in divorce provisions and/​or preparations. She joined an RIA for fee transparency, which she feels builds a stronger collaborative environment and trust with her clients.

She holds the designation of Accredited Asset Management Specialist from the College of Financial Planning as well as the Series 66 securities license.

History

Established in 2015.

Jody Redmann has more than 12 years of experience in financial services prior to joining Kingsview in 2015 as their first female advisor. Jody uses Charles Schwab as her custodian for clients’ accounts.

Meet the Business Owner

Jody R.

Business Owner

Jody Redmann is a financial advisor with an Accredited Asset Management Specialist certification from the College of Financial Planning. She recognized that her professional standards are rooted in the idea of serving others. She prides herself on her empathy and building long-​term relationships, providing retirement planning services, income strategies, life insurance, college planning, and small business retirement services to owners and employees.

Jody began working at Edward Jones as a Branch Office Administrator in 2003. In 2007 she took a position as a sales assistant with Morgan Stanley-​Smith Barney where she obtained her Series 7 and 66 securities licenses. She returned to Edward Jones as a financial advisor in 2010. Jody joined Kingsview Asset Management, a Registered Independent Advisor in 2015. She uses Charles Schwab as her custodian.