Experienced, Dedicated, Focused
Founded by Dennis Kagel in 1983, Dennis Kagel Financial Services is composed of experienced financial professionals passionate about their role in helping individuals and families pursue their ideal retirements.
Dennis Kagel, ChFC®
President/Owner, Financial Advisor
Dennis Kagel is dedicated to helping his clients optimize their financial assets for increased preservation and confidence during their retirement years.
He earned his Bachelor of Science degree from Illinois Wesleyan University in 1969 and his Master of Science degree from Illinois State University in 1977. Dennis got his start in the industry as an insurance professional in 1976, working part-time while teaching and coaching full-time, which he did for 11 years. In 1983, he opened his financial services firm transitioning from the field of Education. He has earned his life, health and fixed annuity insurance licenses and is a Chartered Financial Consultant (ChFC®). He has spoken at numerous seminars around the country, focusing on retirement and legacy planning and various other financial topics.
What Dennis enjoys most about the financial industry is the ability to connect and develop relationships with the people he assists. According to Dennis, he views his firm as a relationship, not a product business. To that end, he strives to give his clients the type of experience Dennis himself would find most beneficial if he were the client. “I am committed to giving each of our clients the guidance and advice needed that my 40 years of experience in the financial industry can provide,” he says.
In his free time, Dennis and his wife, Penny, enjoy traveling to unique destinations worldwide, watching their grandchildren’s athletic and other activities, and spending their time at their second home in Las Vegas. They live in Bloomington, Illinois.
Insurance products are offered through the insurance business Dennis Kagel Financial Services. Dennis Kagel Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Dennis Kagel Financial Services are not subject to Investment Advisor requirements. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
Laura Kruger
Administrative Assistant
