Michael Ruzek

Financial Services Professional at WestPoint Financial Group

Role
Financial Services Professional at WestPoint Financial Group
Location
Appleton, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Ruzek

Preparing for that next step in life isn’t always easy. My combination of experience…

Experience

  1. Financial Services Professional

    WestPoint Financial Group

    Feb 2018 — Present

    I offer an analysis of your current financial situation and help you: · Identify financial goals and concerns · Illustrate what is being done to reach your goals and deal with concerns · Identify gaps, if present, and offer solutions to fill themI am licensed to sell insurance in: Wisconsin,Michigan, New Jersey, Texas and securities in: Wisconsin. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC Supervisory address: 10401 Innovation Drive | Suite 125 | Wauwatosa, WI 53226. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual)or its affiliated companies.

Education

  • Lakeland College

    Master of Business Administration (M.B.A.)

    2012 — 2013

  • Lakeland College

    Bachelor's degree

    2008 — 2012

Skills

  • Financial Planning
  • Customer Service
  • Event Planning
  • Financial Analysis

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Michael Ruzek — Financial Services Professional at WestPoint Financial Group in Appleton, WI, US | Unifers