Retirement Sales Consultant
Kim Cangelose joined Alerus in May 2021. She has 30 years of financial industry experience and has specialized in retirement plan services for nearly her entire career. As a retirement sales consultant, Kim shares her extensive expertise in the retirement plan industry with advisors to help identify clients’ needs and provide them with appropriate solutions.
Prior to joining Alerus, Kim served as director of the retirement plan product and retirement plan sales division at Waddell & Reed, Inc. She previously served for several years as a senior investigator for the U.S. Department of Labor’s Employee Benefits Security Administration, where she helped develop new regulations, conducted thorough plan investigations, and provided retirement, health and welfare benefits plan education for workers, plan sponsors, fiduciaries, and service providers. She regularly provides ERISA and regulatory compliance subject matter expertise at national industry events and continuing education presentations.
Kim holds a bachelor’s degree in industrial/organizational psychology from the University of South Florida, a master’s degree in human resource management from the Keller School of Management, and successfully completed the pension plan consulting program through The Wharton School at the University of Pennsylvania. She is a Qualified 401(k) Plan Administrator and a Qualified Plan Financial Consultant. She is an active volunteer in her community and industry, focusing her contributions on providing mentorship and support for organizations and committees supporting women in finance.
She and her husband, Andy, live in Overland Park, Kansas. They have three children.