Leora L King
Leora L King
Financial Advisor
(844) 238-4228 Ext. 5123

1982 Cranston Rd
Beloit, WI 53511
Wednesday Location
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746 Fourth Street
Beloit, WI 53511
Tuesday Location
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769 N. Blackhawk Blvd
Rockton, IL 61072
Thursday Location
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a financial advisor located at Advia Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent. 

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . .

  • MBA in progress with Concordia University, Mequon WI
  • BA in Business Management from Concordia University, Mequon WI
  • Associates Certificate in Supervisory Management from Blackhawk Technical College
  • High School Graduation from Beloit Memorial High School Class of 1987
Affiliations . . .
  • Past/Present:
  • Converse Girl Scout Leader and Coordinator
  • Janesville Morning Rotary Member
  • Janesville Rotary Light Show Entertainment Chair
  • Junior Achievement Participant
  • American Cancer Society supporter/walker
  • Forward Janesville Member
  • VAC Board Member

Career Highlights . . .

I have awards and certificates to put on my walls; however, I don't. Those are pieces of papers.

  • My career highlights is in seeing how I can use my life experiences and knowledge. By helping my member clients together we look at the future with eyes wide open and work through any curves in the road that may delay, offset or disrupt their goals. I not only help them, however, I am here to assist their families as the need arises. Yes, I have been known to shed a tear or two my clients, but this is life and we are working on it together.
  • The deepest satisfaction that I get from the clients is when they stop in after working together and they say that retirement is wonderful and they could not have done it without my assistance and I receive a tear-felt hug. That can not be put on the wall.
Personal . . .
  • I have lived in the area for over 40+ years and have family roots here. I understand what has happened in the area since I was a little girl and my family members worked in the foundries here. My husband, Dan and I will be approaching our 30 year anniversary. We have been blessed with two wonderful daughters Heather and Kellie. In 2014, we will be blessed with our first grandchild. I continue to look forward to helping my local neighbors and strive to be the that advisor you want to work with for your retirement goals.

Professional Services
  • Financial and Insurance Planning
  • Retirement Income Planning
  • Investment Management
  • Wealth Management
  • Personal Financial Assessments
  • Retirement Account Planning
  • Portfolio Management
  • Education Funding