Sam Ventimiglia

About Sam Ventimiglia

Sam and his wife Donna live in Grosse Pointe Woods, MI.They were married in 1975 and have three grown children. Christina who is an attorney in the metropolitan Detroit area, Sam Jr. who is a fleet leasing manager and Johanna who is in management at Claire\'s in Chicago.In his leisure time Sam enjoys hunting, fishing and golf. He also bowls at the DAC wherehe has been a proud Senior member and has been a member since 1992 and is known to his league members as “Sammy the Bull”. In the fall Sam enjoys duck hunting, and especially pheasant hunting with his dog. He loves preparing meals from these outings and sharing those with his family and friends.Sam’s educational background includes a business degree from Western Michigan University. He adheres to a professional code of ethics and fulfills annual compliance education requirements to remain aware of current planning strategies and financial trends.Our focus is directed toward all aspects of our client’s financial needs. We provide meaningful solutions to individuals, professionals and business owners covering a wide range of financial matters including risk management, investments, estate planning as well as qualified and non-qualified retirement and benefit plans for businesses. Sam has over 40 years experience in the financial industry.Sam is affiliated with the America Group Retirement Strategy Centers and LPL Financial. LPL Financial is the leading independent financial services firm in the U.S, as reported by Financial Planning magazine, June 19••••20, based on total revenue. Unlike many other brokerage firms, LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Securities offered through LPL Financial Member FINRA/SIPC

Experience

1. Financial Consultant

   LPL Financial

   Nov 2003 — Present

   Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Education

• Western Michigan University - Haworth College of Business

  BBA

  1969 — 1973

• Austin Catholic Preparatory High School

  High School Diploma

  1965 — 1969

Skills

• Banking
• Mutual Funds
• Risk Management
• Loans
• Financial Advisory
• Employee Benefits
• Life Insurance
• Finance
• Small Business
• Leadership
• Investments
• Strategy
• Disability Insurance
• Insurance
• Retirement Planning
• Financial Analysis
• Retirement
• Fixed Annuities
• Strategic Financial Planning
• Securities
• Estate Planning
• Long-Term Care
• Strategic Planning
• 401k
• Wealth Management
• Investment Advisory