Wiklund & Bond Financial Services since Sep 2001
Financial Advisor - Partner
United States Army Reserve Sep 1997 - May 2000
Executive Officer, Cadet
United States Army Reserve Mar 1995 - Aug 1997
Specialist (E-4), Multi-Disciplined Counter Intelligence Analyst (97G)
Education:
Michigan Technological University 1996 - 2000
Business Administration, Finance
Skills:
Strategic Financial Planning Retirement Planning Life Insurance Retirement Investments Mutual Funds Wealth Management Financial Planning Fixed Annuities Estate Planning Financial Planners Finance Disability Insurance Portfolio Management Education Funding Series 7 Wealth 401K Rollovers Wealth Accumulation College Savings Plans Investment Management Iras Term Life Insurance Long Term Care Insurance Insurance Leadership 529 Plans Rollovers Uniform Combined State Law Whole Life Long Term Care Simple Ira Sep Ira Saving For Education Protection Planning/Family Security College Education Planning Series 65 Roth Ira Wealth Preservation Planning Ira Rollovers
Languages:
English French
Certifications:
Certified Financial Planner Smartvestor Pro - Dave Ramsey Series 7 - General Securities Representative Series 63 - Uniform Securities Agent State Law Examination Series 66 - Uniform Combined State Law Examination Mi Life & Health License Certified Plan Fiduciary Advisor