Mike Kitzman
Building Meaningful Advisor Relationships | Championing Engagement, Succession Planning & Business Development
- Role
- Chief Engagement Officer at Gateway Financial Partners
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
Advertising & MarketingView LinkedIn profile
About Mike Kitzman
Mike works directly with independent financial advisors to articulate the four pillars of…
Experience
Chief Engagement Officer
May 2025 — Present · Appleton, WI, US
Education
University of Wisconsin-Parkside
Associates, Business
1988 — 1990
Skills
- Financial Services
- Leadership
- Asset Allocation
- Mutual Funds
- Securities
- Estate Planning
- Financial Advisory
- Uniform Combined State Law
- 401k
- New Business Developement
- Financial Planning
- Insurance
- Series 24
- Fixed Annuities
- Series 7
- Sales Management
- Retirement
- Strategic Financial Planning
- Wealth Management
- Sales
- Investment Advisory
- Series 66
- Investments
- Series 63
- Asset Management
- Retirement Planning
- Alternative Investments
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