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Financial Planners in Michigan

Financial Planners in Detroit, MI

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204 results found

Steve Palazzolo Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Operations Manager • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Manager • Psychology Specialist • Computer Scientists • Automotive Professional

Experience & Education

Position:
Vice President Business Development, Financial Planner at The Ayco Company, L.P.
Title:
Vice President Business Development at The Ayco Company, L.P.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. Vice President Business Development, Financial Plannersince Sep 2009General Motors Executive Technical Assistant, Business Manager, Global Lead EngineerJun 2004 - Sep 2009
Skills:
Wealth Management, Strategic Financial Planning, Retirement Planning, Estate Planning, Cash Flow...
Full Profile

Timothy Lukasik Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Sales Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Regional Life Consultant / External Wholesaler at The Hartford
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
The Hartford Regional Life Consultant / External Wholesalersince Sep 2006Prudential Financial Financial PlannerJun 2003 - Sep 2006
Skills:
point-of-sale, wholesale, financial planning, funds, insurance, investments, professional,...
Full Profile

Eric Larson Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Apprentice • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Automotive Professional

Experience & Education

Position:
Financial Planner Intern at Plante Moran Financial Advisors, Equity Analyst at Michigan State...
Title:
President of MSU Student Investment Association
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors - Southfield, MIFinancial Planner Internsince Jun 2013Michigan State University Student Investment Fund Equity Analystsince Jan 2013
Certifications:
Bloomberg Certification
Full Profile

Sean Mcdonnell Detroit, MI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Advertising Professional • Advertising Sales Agent • Entertainer • Client Service Officer • Customer Service • Office Clerk • Clerical Specialist • Horse Racer • Racer

Experience & Education

Position:
Financial Consultant at Advance Capital Management, Inc.
Title:
Financial Planner at Advance Capital
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Advance Capital Management, Inc. - Southfield, Mich.Financial Consultantsince Apr 2011All Night Entertainment/DJs OwnerApr 2000 - Mar 2011
Skills:
Registered Investment Advisor, Broker-Dealer, Securities, Investments, IRAs, Roth IRA, Traditional...
Full Profile

Zach Martina Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Operations Manager • Life Guard • Business Administrator • Personal Care Aide • Managers • Sales Representative • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Manager at The South Lyon Hotel
Location:
Greater Detroit Area
Industry:
Restaurants
Work history:
The South Lyon Hotel General Managersince Aug 2010H & B Financial Group Junior Financial Planner & Administrative AssistantMar 2009 - Aug 2010
Skills:
Customer Service
Full Profile

Deanna Olsen Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Director • Treasurer • Owner • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Financial Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Board Member at Oakland University - Financial Planning Advisory Board, Director at Clarkston State ...
Title:
CFP, CLU, ChFC, ChSNC, CLTC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Oakland University - Financial Planning Advisory Board - Oakland University - School of Business AdministrationBoard Membersince Aug 2007Clarkston State Bank - Clarkston State BankDirectorsince 2005
Skills:
Retirement Planning, Strategic Financial Planning, Retirement, Insurance, Securities
Full Profile

Hugh Walton Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Project Manager • Coordinator • Managers • Sales Account Associate • Equipment Tools Purchasing Agent • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Managers • Sales Manager

Experience & Education

Position:
Project Manager at Guardian Industries, Financial Planner & R.E. Sales Associate. at Firm...
Title:
Project Manager
Location:
Greater Detroit Area
Industry:
Mechanical or Industrial Engineering
Work history:
Guardian Industries - Auburn Hills, MIProject Managersince Oct 1999Firm Foudation Finacial LLC - Clarkston/Holly MIFinancial Planner & R.E. Sales Associate.since Feb 1989
Full Profile

Mark Clark Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Analyst • Representative • Analysts • Master of Business Administration • Bachelor of Science • Automotive Specialist • Automotive Professional • Market Research Analyst • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Financial Analyst at Burroughs, Inc.
Title:
Senior Financial Analyst - Burroughs, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Burroughs, Inc. - Plymouth, MichiganSenior Financial Analystsince Sep 2011Ford Motor Company - Dearborn, MIGroup Practice Financial PlannerApr 2004 - Feb 2007
Full Profile

Bayliss Howard Detroit, MI

Professions & Specialties

Financial Planner • Personal Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Core Financial Planning, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Core Financial Planning, LLC Principalsince Dec 2008
Skills:
Comprehensive Financial Planning, Retirement Planning, Long Term Investment Planning, Self Employed ...
Full Profile

Deanna Bingley Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at William Mack & Associates, Inc., Financial Planner at William Mack &...
Title:
Financial Planner at William Mack & Associates, Inc.
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
William Mack & Associates, Inc. Financial Plannersince Feb 2004
Skills:
Retirement Planning
Full Profile

Jennifer Wayton Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Photographer • Chief Administrative Officer • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Freelance Photographer
Location:
Greater Detroit Area
Industry:
Photography
Work history:
Advance Capital Management Financial PlannerSep 2007 - Feb 2012Advance Capital Management Administrative StaffNov 2004 - Aug 2007
Full Profile

Nicholas Sutherland Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Planner at Plante Moran
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran - Southfield, MIFinancial Plannersince Jan 2013Northern Financial Advisors, Inc. - Franklin, MIAssociateNov 2009 - Jan 2013
Full Profile

Sean Mattson Detroit, MI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Ameriprise Financial
Title:
Financial Advisor
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Milford, MichiganFinancial Plannersince Jan 1998
Full Profile

Connie Green Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Customer Service • Client Service Officer • Administrative Associate • Administrative Clerk • Clerical Specialist • Managers • Office Clerk • Sales Representative • Bachelor of Arts • Paralegal • Litigation Support Specialist • Chief Executive • Corporate Executive • Psychology Specialist

Experience & Education

Position:
Client Service Associate at Edelman Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Edelman Financial Services - Novi, MIClient Service Associatesince Jan 2013Ameriprise Financial Services, Inc. (formerly H & R Block Financial Advisors Registered Support AssistantApr 2002 - Jan 2013
Skills:
Trading, Customer Relations, Excel, Microsoft Office, Series 7, Retirement Planning, Customer...
Full Profile

Kara Caruth Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Supervisors • Financial Manager • Operations Manager

Experience & Education

Position:
Adjunct Professor at Walsh College, Investment Advisor Representitive at NorthStar Financial...
Title:
Financial Planner at Snook Housey Advisors, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Walsh College - Troy, MiAdjunct Professorsince Feb 2012NorthStar Financial Partners Investment Advisor Representitivesince Jan 2012
Skills:
Customer Service, Strategic Financial Planning, Microsoft Excel, Financial Analysis, Public Speaking
Languages:
English, German
Full Profile

Sandy Strzalkowski Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Income Tax Preparer • Finance and Accounting Specialist • Tax Preparer • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Director of Operations • Operations Manager • Administrative Clerk • Clerical Specialist

Experience & Education

Title:
Experienced personal finance professional
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors Financial PlannerJan 2002 - Jan 2004Plante Moran Financial Advisors Operations SupervisorNov 1999 - Dec 2001
Full Profile

Jay Mcgee Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Chase Cooper
Location:
Greater Detroit Area
Industry:
Banking
Work history:
Chase Cooper Financial Planner
Full Profile

Jonathan Gay Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Entertainer

Experience & Education

Position:
Hospitality at MGM
Location:
Greater Detroit Area
Industry:
Gambling & Casinos
Work history:
MGM HospitalityNBAS Financial planner2000 - 2002
Full Profile

Michael Rudy Detroit, MI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Owner • Manager • Chief Executive • Operations Manager • Therapist • Mental Health Care Professional • Physical Therapy Specialist • Behavioral Consultant • Recognition • Writer and Editor • Photographer • Psychology Specialist

Experience & Education

Position:
Chief Listener - NAPFA Registered Financial Advisor at Wolakota Financial Advisors
Title:
Owner, Wolakota Financial Advisors
Location:
Greater Detroit Area
Industry:
Individual & Family Services
Work history:
Wolakota Financial Advisors Chief Listener - NAPFA Registered Financial Advisorsince 1986Northern Financial Advisors Senior Financial AdvisorJan 2002 - Jul 2006
Skills:
Financial Advisory, Family Therapy, Strategic Financial Planning, Non-profits, Psychotherapy,...
Full Profile

Mike Enders Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at AXA Advisors
Location:
Greater Detroit Area
Industry:
Facilities Services
Work history:
AXA Advisors Financial Planner
Full Profile

Gary Gilgen Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Director • Chief Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Director - Financial Planning Department at Rehmann, Financial Planner at Rehmann Financial,...
Title:
President at The Advisor Group, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Rehmann Director - Financial Planning Departmentsince Mar 2008Rehmann Financial Financial Plannersince Jun 2005
Full Profile

Hugh Walton Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr. Financial Planner at Firm Foundation Financial
Location:
Greater Detroit Area
Industry:
Glass, Ceramics & Concrete
Work history:
Firm Foundation Financial Sr. Financial Planner
Full Profile

Dan Lis Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor

Experience & Education

Position:
President at Lis & McEvilly, P.C.
Title:
Accounting, Tax, and Financial Planning services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Lis & McEvilly, P.C. Presidentsince Aug 1994CPA firm and Oakland University Accounting, Tax, and Financial PlanningJun 1978 - Aug 1994
Skills:
With my background as a CPA our firm provides financial services to businesses that they need to be ...
Full Profile

William Jeffrey Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Program Director • Chief Executive • Operations Manager • Advisor • Planner • Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Program Manager and Investment Advisor at Michigan First Wealth Management Group, Investment...
Title:
William Jeffrey & Assocaites (President)
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Michigan First Wealth Management Group Program Manager and Investment Advisorsince 2007William Jeffrey & Associates Investment Advisor/Financial Plannersince 1994
Skills:
Wealth Management
Full Profile

Tim Greene Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Speaker • Spokesperson • Agent • Sales Agent • Sales Representative • Vice President • Director • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Planner at Timothy J. Greene Financial Services
Title:
Timothy J. Greene Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Timothy J. Greene Financial Services Financial Plannersince Sep 1996Alexander Hamilton Life Insurance Company of America - Farmington Hills, MIVice President/DirectorFeb 1986 - Sep 1996
Skills:
Strategic Financial Planning, Life Insurance, Retirement Planning, Estate Planning, Education...
Certifications:
Chartered Financial Consultant, The American College
Attorney, State Bar of Michigan
Full Profile

Ronald Lickman Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
financial planner at self
Location:
Greater Detroit Area
Industry:
Individual & Family Services
Full Profile

Steven Sicklesteel Detroit, MI

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Deseranno Wealth Management
Title:
Financial Planner at Deseranno Wealth Management
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Deseranno Wealth Management Certified Financial Plannersince Mar 2007Ford Motor Credit Company Dealer ServicesOct 1979 - Mar 2007
Skills:
Wealth Management, Portfolio Management, Retirement Planning, Insurance, Financial Planning,...
Full Profile

Eric Jones Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Regional Vice President at Transamerica
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Transamerica - Greater Detroit AreaRegional Vice Presidentsince Dec 2010Transamerica - Greater Denver AreaRegional Sales RepresentativeJan 2009 - Dec 2010
Full Profile

Rhodesia Poole Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Leader • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Insurance Agent at AAA Insurance
Location:
Greater Detroit Area
Industry:
Insurance
Work history:
AAA Insurance Insurance Agentsince Aug 2008Allstate Insurance Licensed Sales ProducerJun 2002 - Nov 2007
Full Profile

Lawrence Mathewson Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial planner at Mathewson & Associates, Inc.
Location:
Greater Detroit Area
Industry:
Investment Management
Full Profile

Robert Ventour Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at MSI
Location:
Greater Detroit Area
Industry:
Investment Management
Full Profile

Larry Mathewson Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial planner at Mathewson & Associates, Inc.
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Mathewson & Associates, Inc. Financial planner
Full Profile

Todd Lowrie Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Senior Financial Planner at Plante Moran Financial Advisors, Senior Financial Planner at Plante...
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors Senior Financial PlannerPlante & Moran Senior Financial Plannersince 2002
Skills:
CERTIFIED FINANCIAL PLANNER Professional, CFP, high net worth investment consulting, comprehensive...
Full Profile

Greg Hamilton Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Lawyer • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney and Counsellor at Hamilton & Associates, PLLC
Location:
Greater Detroit Area
Industry:
Legal Services
Work history:
Hamilton & Associates, PLLC Attorney and Counsellorsince 1985
Full Profile

Michael Hymes Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Student Worker • Sales Representative • Automotive Professional

Experience & Education

Position:
Financial Planner Intern at Plante Moran Financial Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors - Southfield, MIFinancial Planner Internsince Jun 2013Ann Arbor YMCA - Ann Arbor, MIMember, Board of Directors / Member, Finance Board CommitteeMay 2011 - Apr 2013
Full Profile

Robin Gardner Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Representative • Financial Analyst

Experience & Education

Position:
Director Administration & Finance at Meadow Brook Hall - Oakland University
Title:
Director of Administration & Finance - Meadow Brook Hall
Location:
Greater Detroit Area
Industry:
Higher Education
Work history:
Meadow Brook Hall - Oakland University Director Administration & Financesince Jul 2004Hirsch & Company Financial Planner2000 - 2004
Full Profile

Dean Dewilder Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Account Manager • Logistician • Logistics Supply Chain Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
National Account Manager at Echo Global Logistics
Title:
Echo Global Logistics - Client Sales Manager
Location:
Greater Detroit Area
Industry:
Logistics and Supply Chain
Work history:
Echo Global Logistics National Account Managersince Jan 2009The Western & Southern Financial Group Financial PlannerOct 2007 - Nov 2008
Skills:
Account Management, Customer Satisfaction, Negotiation, Customer Relations, Customer Service, Sales ...
Full Profile

Greg Zott Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Advisor

Experience & Education

Position:
President at GNZ Financial Services
Title:
Financial Planner and President GNZ Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
GNZ Financial Services Presidentsince Jan 1979
Full Profile

Jordan Desilets Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Customer Relations • Chief Executive • Bookkeeper

Experience & Education

Position:
Director of Marketing / Customer Relations at RunSignUp.com
Title:
Director of Marketing / Customer Relations for RunSignUp.com
Location:
Greater Detroit Area
Industry:
Sports
Work history:
RunSignUp.com Director of Marketing / Customer Relationssince Oct 2010Hantz Group Financial PlannerOct 2008 - Oct 2010
Full Profile

Shayna Stewart Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Planner at Secure Investors Group
Title:
Financial Service Representative at Secure Investors Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Secure Investors Group Financial Plannersince Jan 2009Andiamo Server2008 - 2008
Full Profile

Kelvin Chen Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Independence Investment Advisory Services, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Independence Investment Advisory Services, Inc. - 15431 Middlebelt Rd., Ste. A., Livonia, MI 48154-3895Financial Plannersince 1984
Full Profile

Kim Thoresen Detroit, MI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
MBA- Financial Advisor at Ameriprise Financial
Title:
MBA/ Financial Planner at Ameriprise Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ameriprise Financial MBA- Financial Advisorsince Sep 2008NBD Vice President- Secondary MarketingJun 1986 - Sep 1996
Full Profile

Mark Johnston Detroit, MI

Professions & Specialties

Financial Planner • Credit Risk Analyst • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Center Manager • Banker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager • Pharmacist • Human Resource Manager • Recruitment • Entertainer

Experience & Education

Position:
Financial Planner, CFS at William Mack & Associates, Inc.
Title:
Financial Planner at William Mack & Associates, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
William Mack & Associates, Inc. - Troy, MIFinancial Planner, CFSsince Dec 2007Amerisure Insurance Credit Risk AnalystMay 2004 - Dec 2007
Full Profile

Kaci Sicheneder Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner, Financial Planner at Velocity Investment Partners, LLC
Title:
Owner, Velocity Investment Partners
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Velocity Investment Partners, LLC Owner, Financial Plannersince Jan 2008Money Source Financial Services Inc Financial PlannerJul 2006 - Dec 2007
Full Profile

Craig Beutler Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Title:
Financial Planner
Location:
Greater Detroit Area
Industry:
Financial Services
Full Profile

Christopher Mollan Detroit, MI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at LPL Financial | Great Lakes Advisor Group, Financial Planner/Investment...
Title:
Financial Consultant at LPL Financial | Great Lakes Advisor Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
LPL Financial | Great Lakes Advisor Group - Farmington HillsFinancial Consultantsince Apr 2010LPL Financial - Farmington HillsFinancial Planner/Investment Advisorsince Apr 2007
Skills:
Investments, Strategic Financial Planning, Retirement Planning, Wealth Management
Full Profile

Rosalyn Roane Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner, Financial Pathways, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Full Profile

Marilyn Konvolinka Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Insurance Salesperson • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner/Home and Auto Insurance Agent at Hantz Financial
Title:
Financial Planner at Hantz Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Hantz Financial Financial Planner/Home and Auto Insurance Agentsince Sep 2004
Full Profile

Ronald Bureau Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Program Director • Operations Manager • Systems Manager • Software Engineer • Computer Systems Administrator • Software Developers • Business Analyst • Counselor • Analyst • Analysts • Advisor

Experience & Education

Position:
Software Solution Delivery Manger at Ford Motor Company
Title:
Global Solution Delivery Manager
Location:
Greater Detroit Area
Industry:
Automotive
Work history:
Ford Motor Company Software Solution Delivery Mangersince Jun 1994Multiple Companies Proj Lead, Software Designer, Business AnalystFeb 1984 - Jun 1994
Full Profile

Doug Coursen Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Plante Moran Financial Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Full Profile


Financial Planners near Detroit, MI036912SouthfieldTroyDearbornWarrenClawsonRoyal OakAllen ParkDearborn Heights