Tyler Ewen

Director of Financial Planning & Investments at The Planning Group

Role: Director of Financial Planning & Investments at The Planning Group
Location: Battle Creek, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Director of Financial Planning & Investments
The Planning Group
Jan 2020 — Present · Battle Creek, MI, US

Education

Western Michigan University
Master of Business Administration - MBA
2019 — 2020
Western Michigan University
Bachelor of Business Administration (BBA), Personal Financial Planning
2012 — 2015
The Wharton School
Executive Education, Certified Investment Management Analyst Program
2018 — 2018

Skills

Finance
Banking
Risk Management
Financial Analysis
Insurance
Portfolio Management
Loans
Financial Planning
Mortgage Lending
Wealth Management
Investments
Credit
Commercial Lending
Retirement Planning

Contact information

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Work email
•••••@tpgbc.com
Personal email
•••••@•••••.com
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Current company

The Planning Group

Financial Services · 12 employees · Founded 1999 · Battle Creek, Michigan, United States

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life\'s challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 84••••••72.

tpgbc.com

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Experience

Director of Financial Planning & Investments

Education

Western Michigan University

Western Michigan University

The Wharton School

Skills

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