Jim Kontz

Financial Advisor,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I speak English

We are here to gain an understanding of what you value most.

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Jim Kontz

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

I'm Most Proud Of: Being part of an office that has been serving Marshall and Southwest Minnesota for 55 years and helping our clients grow and protect their wealth!

Chairmans Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Advisor

    Prudential

    June 1988 - Present | 214 w college dr. Marshall, MN 56258

    I have been a Financial Advisor with Prudential since June of 1988, I have been part of Prudential's Presidents Council and am a Qualifying and Life member of the Million Dollar Round Table.

The Prudential Difference

    • Variable Annuities: CO, IA, MN, MO, ND, NE, SD
    • Securities License: AZ, CO, FL, IA, KS, MN, ND, NE, SD, UT, WI
    • Variable Life Insurance: CO, IA, MO, ND, NE, SD(MN License #40624)
    • Fixed Annuities: CO, IA, MO, ND, NE, SD(MN License #40624)
    • Life Insurance: CO, IA, MO, ND, NE, SD(MN License #40624)

Jim Kontz is associated with the Twin Cities Financial Group Office, 600 South Highway 169, Suite 1000, St Louis Park, MN, 55426-1295, Managing Director: Michael Nelson, Phone: 952-544-9533 . Jim Kontz offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jim Kontz offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. My compensation may be based on a combination of fees and commissions. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.