Fred Mischler Email & Phone Number

Springfield, Illinois, Us

Shawnee Mission, Ks, Us

I am financial advisor to individuals and business who seek diversified, balanced portfolios designed according to their specific risk tolerance, financial goals, and time horizon. I listen to my clients, answer questions, and together we can arrive at a financial plan to help them pursue their financial goals. Retirement planning, education funding for children, risk management, life insurance and annuities, and long term financial focus.Waddell & Reed, Inc. offers financial planning services in its capacity as a Registered Investment Adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

I built my financial services business by working to help individuals and businesses better understand their financial goals, risks and opportunities. I listened to my clients, and helped them create plans to pursue those goals. I routinely reached out to them to be sure that changes in their lives were reflected in their plans and the investments, insurance, and annuities were adjusted if necessary to keep the plan on track toward their goals.

Oklahoma City, Ok, Us

Sought foundation and government grants suitable to activities and research on campus. Responsible for donor research and validation; tasked with maintaining relationships with donor database providers, wealth and research screening services; database maintenance and improvement

I developed a legacy giving and large gift program as a new focus on the development function at DH. I wrote and managed large grants from the State of Ohio. My tenure was shortened when my Fiancée was offered her dream position as a university professor and we chose to pursue that opportunity, knowing that my skills could transfer easily to a new location.

I was an attorney and CPA focusing my practice on estate planning and probate, real estate, tax planning and preparation, and business planning and corporation law. Clients included business owners and mid to high net worth individuals who have assets and income streams to protect. Additionally, I worked with entreprenuers and business development professionals who needed wide ranging advice on starting and building their businesses; the type of business can range from commercial retail and wholesale, general small business, real estate development, manufacturing, and business and residential real estate.

I was the first Warsaw Poland employee hired to write the business plan and license application to be submitted to the Polish Ministry of Finance. Invesco sought to create a Pension fund corporation arising from a newly adopted law that mandated the partial privatization of the Polish social security system. After the business plan and license application were accepted by the Ministry, we immediately embarked upon creating the company and hiring the staff needed to run the business.

Advised start up companies and multinational corporations on a variety of business topics including import/export regulation, local and tax treaty taxation of wages and personal service compensation, general administrative policy and procedure, financial analysis and business planning, and regulatory procedure within Poland.

Gb

Consulted with client multinational corporations on how to maximize tax savings on compensation packages paid to expatriate employee groups.

Washington, District Of Columbia, Us

Worked with Polish ministries to adapt regulations and procedures to new economic and social context, consulted with local businesses to enhance their developmental prospects and alter internal processes. Taught economics, business planning, and contract law at Warsaw University.

Responsible for designing and performing financial and operational internal audits of manufacturing plants in the US.

Designed and performed internal audits of company operations around the world.

New York, Ny, Us

Managed financial audits of client companies, focused on financial institutions.

Jd, Law

Bba, Accounting And Finance, Dual Major