Mike Pruitt, Cfp®,Ricp®

Mike Pruitt, Cfp®,Ricp® Email and Phone Number

Father - Husband - Airman - Advisor @ MBE Wealth Management, LLC
Mike Pruitt, Cfp®,Ricp®'s Location
Greater Madison Area, United States
Mike Pruitt, Cfp®,Ricp®'s Contact Details
About Mike Pruitt, Cfp®,Ricp®

Here to help people understand how to turn their money into their dreams.Services: Fee-based investment management, fee-only financial planning, financial coach speakingSpecialized Expertise: Retirement Income Planning; Military Financial Planning; Private Practice DDS/DC/DO Financial PlanningDISCLOSURE: MBE Wealth Management is a registered investment advisor. MBE Wealth Management provides investment advisory and related services for clients nationally. MBE Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.mbewealth.com.

Mike Pruitt, Cfp®,Ricp®'s Current Company Details
MBE Wealth Management, LLC

Mbe Wealth Management, Llc

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Father - Husband - Airman - Advisor
Mike Pruitt, Cfp®,Ricp® Work Experience Details
  • Mbe Wealth Management, Llc
    Certified Financial Planner
    Mbe Wealth Management, Llc Oct 2014 - Present
    Sun Prairie
    I love my job as a financial architect! Its my job to take your vision of the future and draft a blueprint to get you there. I work with business owners to help them create, implement, and manage long-term financial strategies. Additionally, I assist individual investors who don't have the time or desire to manage their investment portfolios or wish to work with a fee-only financial planner.A few examples of what I do:* Assisting new private practice dentists, chiropractors… Show more I love my job as a financial architect! Its my job to take your vision of the future and draft a blueprint to get you there. I work with business owners to help them create, implement, and manage long-term financial strategies. Additionally, I assist individual investors who don't have the time or desire to manage their investment portfolios or wish to work with a fee-only financial planner.A few examples of what I do:* Assisting new private practice dentists, chiropractors, and optometrists design and implement a long term financial plan, taking into account their practice goals as well as debt, cash flow, investment, tax, and succession strategies* Assisting business owners with both individual and company-sponsored retirement plans (think 401k, IRA, etc) as well as buy-sell agreements and risk management strategies* Assisting individuals nearing or at retirement with retirement income strategies to include social security planning and rollover planningThe above are just a few examples of what I do. If you want to learn more, I can apply one of my best skills: listening. I love talking to new people about what they need help with and providing strategies, whether it be on their own, through a business relationship with me, or with another colleague that may specialize in that area. Show less
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  • 115 Fighter Wing
    Technical Sergeant, Electrical Environmental Technician
    115 Fighter Wing Aug 2012 - Present
    Truax Field, Madison Wi
    Proud member of the 115th FW, WI Air National Guard. F-16 aircraft electrical and environmental (E & E) maintenance technician. Inspects, troubleshoots, and maintains aircraft E & E systems, subsystems, components, and associated test equipment. E & E on-equipment systems include direct and alternating current; gas turbine compressors and auxiliary power units; landing gear, anti-skid, and nose wheel steering; electronic engine control, ignition, and starting; lighting; master caution and… Show more Proud member of the 115th FW, WI Air National Guard. F-16 aircraft electrical and environmental (E & E) maintenance technician. Inspects, troubleshoots, and maintains aircraft E & E systems, subsystems, components, and associated test equipment. E & E on-equipment systems include direct and alternating current; gas turbine compressors and auxiliary power units; landing gear, anti-skid, and nose wheel steering; electronic engine control, ignition, and starting; lighting; master caution and warning; take-off warning; flight control; cargo door and cargo delivery equipment; non-electro static application windows; anti-icing; fire and overheat warning; fire extinguishing and suppression; fuel control; liquid cooling; air conditioning, bleed air, cabin pressurization, and auxiliary pressurization; oxygen; and aircraft utility systems. Show less
  • Bmo Financial Group
    Financial Advisor
    Bmo Financial Group Aug 2012 - Oct 2014
    Madison, Wisconsin
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  • Chase Investment Services Corporation
    Financial Advisor
    Chase Investment Services Corporation Oct 2009 - Aug 2012
  • Edward Jones
    Financial Advisor
    Edward Jones Oct 2006 - Oct 2009
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  • Peter Troost Monument Company
    Manager
    Peter Troost Monument Company Oct 2002 - Oct 2006
    Peter Troost Monument Company is the premier company in the world of cemetery memorials. A world that few know about but everyone eventually runs into. I worked in sales, design and production in thier Chicago office and LaCrosse area offices. For more information on some amazing memorialization projects, check out their website!
  • United States Air Force
    Electro Environmental Specialist
    United States Air Force Jun 1995 - Jun 1999
    I worked as an electrical and environmental systems technician on the rare AC-130H Spectre gunship! I was stationed at Hurlburt Field FL and spent much of my time rotating between there and various deployment locations around the world.
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Mike Pruitt, Cfp®,Ricp® Skills

Customer Service Leadership Finance Sales Investments Team Building Microsoft Office Management Strategic Planning Retirement

Mike Pruitt, Cfp®,Ricp® Education Details

Frequently Asked Questions about Mike Pruitt, Cfp®,Ricp®

What company does Mike Pruitt, Cfp®,Ricp® work for?

Mike Pruitt, Cfp®,Ricp® works for Mbe Wealth Management, Llc

What is Mike Pruitt, Cfp®,Ricp®'s role at the current company?

Mike Pruitt, Cfp®,Ricp®'s current role is Father - Husband - Airman - Advisor.

What is Mike Pruitt, Cfp®,Ricp®'s email address?

Mike Pruitt, Cfp®,Ricp®'s email address is mi****@****ase.com

What is Mike Pruitt, Cfp®,Ricp®'s direct phone number?

Mike Pruitt, Cfp®,Ricp®'s direct phone number is +160863*****

What schools did Mike Pruitt, Cfp®,Ricp® attend?

Mike Pruitt, Cfp®,Ricp® attended Northern Illinois University, The American College, Okaloosa Walton Comm. College, Forreston High School, Forreston High School, The American College Of Financial Services.

What skills is Mike Pruitt, Cfp®,Ricp® known for?

Mike Pruitt, Cfp®,Ricp® has skills like Customer Service, Leadership, Finance, Sales, Investments, Team Building, Microsoft Office, Management, Strategic Planning, Retirement.

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