Mike Cy Cajthaml
Investment Advisor Representative @Serendipity Farm & Vine
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WORK HISTORY
Investment Advisor Representative @Serendipity Farm & Vine
Johnson County, KS, US
EDUCATION
The American College of Financial Services
CFP, ChFC, CLU, Comprehensive Financial Planning and Services
ABOUT MIKE CY CAJTHAML
Mike \"Cy\" Cajthaml, Sr. is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). He is a retirement planning specialist and has been helping people with their dreams of a safe and secure retirement since 1986. In addition to being a licensed insurance professional he is also an Investment Advisor Representative with Creative One Securities, LLC. Mike has been quoted in the Wall Street Journal, The National Underwriter and in addition to his working directly with clients has also been active as a speaker and trainer of agents from all across our nation. He has been a Million Dollar Round Table (MDRT)- Court of the Table qualifier numerous times and has been listed in Who\'s Who in the Midwest and Who\'s Who in Industry and Finance. In 2007 Mike appeared on the front cover of Senior Market Advisor magazine as a finalist for \"Advisor of the Year\". He has been married for 41 years and has one son, Mike Jr. who is married to Ashley and have two beautiful sons. All live in Overland Park, KS. Michael J. Cajthaml offers securities and investment advisory services through AE Wealth Management, LLC. Member FINRA/SIPC. Michael J. Cajthaml, Sr. is licensed to conduct investment advisory business in Kansas. AE Wealth Management, LLC,and its representatives do not render tax, legal or accounting advice. Insurance based products and services are offered through Cy Financial, LLC. Cy Financial, LLC is not an affiliate of AE Wealth Management, LLC.
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