Mike Axelrod
Director of Financial Planning at Affinity Asset Management
- Role
- Director of Financial Planning at Affinity Asset Management
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Mike Axelrod
Financial Professional experienced in developing comprehensive financial analyses for individuals and business owners. Excellent leadership evidenced by the ability to develop a highly effective team. Has a proven ability to easily explain complex financial issues to non- financial individuals or audiences. Proficient in multiple financial planning and insurance illustration platforms. Thorough knowledge of investment strategies, including mutual funds, fixed annuities, variable annuities, and income annuities. Securities and Advisory Services offered through Creative One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Affinity Asset Management and Creative One Securities, LLC are not affiliated. Please do not send orders via e-mail because there is no assurance of receipt and they are not legally binding. The information above is from sources believed to be reliable. There is no guarantee to accuracy. This is not an official statement or confirmation.
Experience
Director of Financial Planning
Feb 2016 — Present · Overland Park, KS, US
Education
Webster University
BA, Business Administration
1997 — 1998
Skills
- Insurance
- Wealth Management
- Finra
- Financial Advisory
- Life Insurance
- Uniform Combined State Law
- Financial Services
- Financial Planning
- Series 7
- Alternative Investments
- Series 63
- Series 24
- Financial Goals
- Retirement
- Management
- Retirement Planning
- Marketing
- Investments
- Estate Planning
- Asset Allocation
- Strategy
- Investment Advisory
- Securities
- Fixed Annuities
- Leadership
- Series 65
- Mutual Funds
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