Mickey Maier
President, Professional Fiduciary Services LLC
- Role
- President at Professional Fiduciary Services Llc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Mickey Maier
Runs Professional Fiduciary Services practice providing fiduciary support and consulting services to fiduciaries and the firms that employ them. Actively involved in the retirement planning, trust banking, investment advising and financial serivces business for over 20 years serving as a technical expert, business manager, business owner and fiduciary. Serve as an independent fiduciary on either an ad hoc transactional or retained recurring basis primarily for ESOPs, board of directors member, individual trustee and also provides fiduciary audits, assessments and training for fiduciariesSpecialties: ESOPs, Independent Fiduciary, 404c Compliance, 401k plans, Due Diligence, Strategic Employee Benefit Planning, Investment Advice
Experience
President
Professional Fiduciary Services Llc
Mar 2007 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Madison
JD, Law
1981 — 1984
University of Wisconsin-Madison
BS, Zoology
1973 — 1977
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Portfolio Management
- Corporate Law
- Employee Benefits
- 401k
- Securities
- Series 7
- Estate Planning
- Wealth Management
- Financial Advisory
- Defined Benefit
- Esop
- Investments
- Asset Management
- Series 63
- Relationship Management
- Retirement
- Retirement Planning
- Investment Management
- Equities
- Mergers & Acquisitions
- Pensions
- Cash Management
- Finance
- Executive Pay
- Due Diligence
- Hedge Funds
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Financial Services
- Retirement Plan Consulting
- Strategy
- Succession Planning
- Erisa
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