Mikhayla Palicte
Aspiring CFP® & Business Finance Student at Purdue Fort Wayne
- Role
- Service Advisor at Millard Financial Group
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Mikhayla Palicte
My name is Mikhayla Palicte, and I am a full-time Finance student at Purdue Fort Wayne and Service Advisor at Millard Financial Group. I am working towards finishing my Bachelor\'s degree in Business Finance and obtaining my CFP® shortly after! Expected graduation date is May 2026.Any questions or concerns can be emailed to m••••••••@gmail.com.
Experience
Service Advisor
May 2025 — Present
Sits in on daily client and advisor meetings to gain advising experience.Completes service work for advisors on multiple platforms such as Charles Schwab, Athene, North American, Nationwide, and more.Services Charles Schwab client contributions/distributions, portfolio updates, and account openings through RIA (Brookstone Capital Management). Prepares annuity applications for clients through Annexus, and completes services for in-force client policies.
Education
Purdue University Fort Wayne
Bachelor of Science - BS, Business Finance
Ball State University
Bachelor of Science - BS, Computer Science
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