Dale A. Glick
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Dale A. Glick Email & Phone Number

Investment Advisor Representative at Michigan Financial Companies
Location: Southfield, Michigan, United States 2 work roles 2 schools
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Current company
Michigan Financial Companies
Role
Investment Advisor Representative
Location
Southfield, Michigan, United States
Company size
87 employees

Who is Dale A. Glick? Overview

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Dale A. Glick is listed as Investment Advisor Representative at Michigan Financial Companies, a with 87 employees, based in Southfield, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Dale A. Glick.

Dale A. Glick previously worked as Financial Consultant at Lincoln Financial Advisors. Dale A. Glick holds Chartered Financial Consultant from The American College.

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Email format at Michigan Financial Companies

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Michigan Financial Companies

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Profile bio

About Dale A. Glick

My passion is helping my clients navigate the complexities of the various planning disciplines including estate, philanthropy, asset protection, business transfer, retirement and investment planning. I work closely with my clients' attorneys and CPAs to minimize taxes and preserve their businesses and their estates. My practice is concentrated throughout the Midwest with clients in Michigan, Ohio, Indiana, and the Chicago area. If I can be of help to you with any of your own complex planning needs, please do not hesitate to reach out!Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 248-663-4700.finra.orgsipc.org

Current workplace

Dale A. Glick's current company

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Michigan Financial Companies
Michigan Financial Companies
Investment Advisor Representative
southfield, michigan, united states
Website
michiganfinancial.com
Employees
87
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Company profile
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2 roles

Dale A. Glick work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Current
Michigan Financial Companies

Southfield, Michigan, United States

I am an advisor with the MFC Private Client Group; an affiliate of Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business & succession planning for business owners and executives of both publicly- and privately-held companies. From my years of experience in the industry, I am uniquely qualified to address the complex and diverse needs of high net worth individuals and businesses.

Jul 2011 - Present
Team & coworkers

Colleagues at Michigan Financial Companies

Other employees you can reach at michiganfinancial.com. View company contacts for 87 employees →

KM Kyle Morris Kyle Morris Colleague at Michigan Financial CompaniesAuburn Hills, Michigan, United States View → AW Adam Walsh, Aif®, Cfp® Adam Walsh, Aif®, Cfp® Colleague at Michigan Financial CompaniesSouthfield, Michigan, United States View → MS Matt Stirling Matt Stirling Colleague at Michigan Financial CompaniesFranklin, Michigan, United States View → JL Joelle Ladner Joelle Ladner Colleague at Michigan Financial CompaniesAnn Arbor, Michigan, United States View → LW Lily Walsh Lily Walsh Colleague at Michigan Financial CompaniesTroy, Michigan, United States View → CZ Chelsea Zangkas (Luttrell) Chelsea Zangkas (Luttrell) Colleague at Michigan Financial CompaniesUnited States View → MG Marc Ganop Marc Ganop Colleague at Michigan Financial CompaniesRiverview, Michigan, United States View → CO Caitlyn O’Leary Caitlyn O’Leary Colleague at Michigan Financial CompaniesWalled Lake, Michigan, United States View → RK Randy Kelbert Randy Kelbert Colleague at Michigan Financial CompaniesMason, Michigan, United States View → KD Krysten Dinkins Krysten Dinkins Colleague at Michigan Financial CompaniesDetroit Metropolitan Area, United States View →
2 education records

Dale A. Glick education

Education record

University Of Cincinnati
FAQ

Frequently asked questions about Dale A. Glick

Quick answers generated from the profile data available on this page.

What company does Dale A. Glick work for?

Dale A. Glick works for Michigan Financial Companies.

What is Dale A. Glick's role at Michigan Financial Companies?

Dale A. Glick is listed as Investment Advisor Representative at Michigan Financial Companies.

Where is Dale A. Glick based?

Dale A. Glick is based in Southfield, Michigan, United States while working with Michigan Financial Companies.

What companies has Dale A. Glick worked for?

Dale A. Glick has worked for Michigan Financial Companies and Lincoln Financial Advisors.

Who are Dale A. Glick's colleagues at Michigan Financial Companies?

Dale A. Glick's colleagues at Michigan Financial Companies include Kyle Morris, Adam Walsh, Aif®, Cfp®, Matt Stirling, Joelle Ladner, and Lily Walsh.

How can I contact Dale A. Glick?

You can use AeroLeads to view verified contact signals for Dale A. Glick at Michigan Financial Companies, including work email, phone, and LinkedIn data when available.

What schools did Dale A. Glick attend?

Dale A. Glick holds Chartered Financial Consultant from The American College.

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