Kim Huppertz is an institutional retirement plan advisor based in Clarkston, MI.
Kim joined CAPTRUST in 2014 and currently serves as a vice president and financial advisor. She is responsible for providing investment and fiduciary advisory services to retirement plan sponsors. Kim provides a high level of service to plan sponsors through plan design consulting, fiduciary best practices, analyzing plan success, and presenting ways to improve participant and plan sponsor experiences.
Before joining the firm, Kim was an account manager at Alerus Retirement Solutions and has worked in the industry since 2006.
She holds a Bachelor of Arts degree in mathematics and Spanish from the College of Education and Human Development and the designation of Qualified 401(k) Administrator (QKA). Outside of the office, she enjoys spending time with her husband Dennis and her sons Evan and Drew, scuba diving, snow skiing, and working in the yard.
- Bachelor of Arts degrees in mathematics and Spanish with a concentration in secondary education from Western Michigan University
- Qualified 401(k) Administrator