Unifers.ai

Tom Small

Owner Adviser, Certified Financial Plannertm Practitioner @Michigan Money Management, Llc

East Lansing, MI, US
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jun 2010 — Present

Owner Adviser, Certified Financial Plannertm Practitioner @Michigan Money Management, Llc

View department →

Michigan Money Management is a firm dedicated to helping people reach their goal of retiring and living life financially independent. We utilize the financial planning process to create custom solutions employing an independent approach to help clients achieve financial Representative: Securities offered through Triad Advisors LLC, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative: Michigan Money Management, LLC, a Registered Investment Advisor.Triad and Michigan Money Management, LLC are not affiliated.

SKILLS

Wealth ManagementPersonal Financial PlanningInvestment AdvisoryFixed AnnuitiesAsset AllocationMutual FundsFinancial PlannersRetirement Income Planning401kEtfsCertified Financial PlannerFiduciaryFinanceInvestment ManagementSeries 65College Savings PlansRetirement Plan ConsultingRetirement Income StrategiesInvestment StrategiesAlternative InvestmentsLeadershipHigh Net Worth IndividualsPensionsIrasInvestmentsFinancial AdvisoryUniform Combined State LawSeries 63Retirement PlanningFinraSeries 6InsuranceSecuritiesAccredited Investment FiduciaryEstate PlanningSeries 7RetirementStrategic Financial PlanningWealthAsset Management

ABOUT TOM SMALL

I believe that if you help enough other people achieve their dreams, that you will…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Tom Small — Owner Adviser, Certified Financial Plannertm Practitioner at Michigan Money Management, Llc in East Lansing, MI, US | Unifers