Dane Smith, Clu, Chfc, Ricp®
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Dane Smith, Clu, Chfc, Ricp® Email & Phone Number

Executive Director of Financial Planning at Michigan Financial Companies
Location: Southfield, Michigan, United States 1 work role 2 schools
1 work email found @michfinancial.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@michfinancial.com
LinkedIn Profile matched
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Current company
Michigan Financial Companies
Role
Executive Director of Financial Planning
Location
Southfield, Michigan, United States
Company size
87 employees

Who is Dane Smith, Clu, Chfc, Ricp®? Overview

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Quick answer

Dane Smith, Clu, Chfc, Ricp® is listed as Executive Director of Financial Planning at Michigan Financial Companies, a with 87 employees, based in Southfield, Michigan, United States. AeroLeads shows a work email signal at michfinancial.com and a matched LinkedIn profile for Dane Smith, Clu, Chfc, Ricp®.

Dane Smith, Clu, Chfc, Ricp® holds Bachelor'S Degree, Secondary Education And Teaching from Central Michigan University.

Company email context

Email format at Michigan Financial Companies

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*@michfinancial.com
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AeroLeads found 1 current-domain work email signal for Dane Smith, Clu, Chfc, Ricp®. Compare company email patterns before reaching out.

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Profile bio

About Dane Smith, Clu, Chfc, Ricp®

With over 30 years of experience in the industry, I have found that the best way to assist my clients it to build a relationship with them. My primary goal is to build a customized plan for you and your family to ensure that you are prepared for your financial future. To be able to do this, I must first uncover your greatest dreams and concerns. We work closely with your other trusted advisors to fully understand all aspects of your current situation. As an Executive Director of Financial Planning at Michigan Financial Companies, I am uniquely qualified to address the diverse needs of high net-worth individuals. I provide recommendations for asset allocation, funding for education, retirement and long-term care insurance. My team and I are standing ready to help you build your personal financial plan.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

Listed skills include Financial Advisory, Retirement Planning, Financial Planning, Retirement, and 6 others.

Current workplace

Dane Smith, Clu, Chfc, Ricp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Michigan Financial Companies
Michigan Financial Companies
Executive Director of Financial Planning
southfield, michigan, united states
Website
michiganfinancial.com
Employees
87
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Company profile
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1 role

Dane Smith, Clu, Chfc, Ricp® work experience

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

  • Michigan Financial Companies
    Executive Director Of Financial Planning
    Michigan Financial Companies
    Jun 2008 - Present
    Michigan Financial Companies has been helping individuals, families and business owners protect and grow their assets and realize their financial goals for over 30 years. With over 20 offices across seven states, our representatives provide financial guidance to clients across the country; each with unique financial needs. Our reputation is based on the strong relationships that have been cultivated with our clients, along with our commitment to excellence and integrity in everything we do. As an Executive Director of Financial Planning with Michigan Financial Companies, Dane offers products and services in retirement planning, estate conservation, wealth accumulation, business succession planning and executive benefits for both publicly and privately-held companies.
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 → CB Cindy Bauman Cindy Bauman Colleague at Michigan Financial CompaniesMilford, Michigan, United States View → FO Folorunsho Olaide Folorunsho Olaide Colleague at Michigan Financial CompaniesLagos State, Nigeria View → KD Krysten Dinkins Krysten Dinkins Colleague at Michigan Financial CompaniesDetroit Metropolitan Area, United States View → NJ Nick J. Valenti, Clu, Chfc, Cfp® Nick J. Valenti, Clu, Chfc, Cfp® Colleague at Michigan Financial CompaniesSouthfield, Michigan, United States View → JP Joe Petrovich Joe Petrovich Colleague at Michigan Financial CompaniesFarmington, Michigan, United States View → DR David Rutt David Rutt Colleague at Michigan Financial CompaniesSouthfield, Michigan, United States View → RM Reece Macri Reece Macri Colleague at Michigan Financial CompaniesFarmington, Michigan, United States View → KB Kari Barton Kari Barton Colleague at Michigan Financial CompaniesDetroit Metropolitan Area, United States View → JB Jacob Bollo Jacob Bollo Colleague at Michigan Financial CompaniesBloomington, Indiana, United States View →
2 education records

Dane Smith, Clu, Chfc, Ricp® education

Education record

Central Michigan University Mt Pleasant
FAQ

Frequently asked questions about Dane Smith, Clu, Chfc, Ricp®

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

What company does Dane Smith, Clu, Chfc, Ricp® work for?

Dane Smith, Clu, Chfc, Ricp® works for Michigan Financial Companies.

What is Dane Smith, Clu, Chfc, Ricp®'s role at Michigan Financial Companies?

Dane Smith, Clu, Chfc, Ricp® is listed as Executive Director of Financial Planning at Michigan Financial Companies.

What is Dane Smith, Clu, Chfc, Ricp®'s email address?

AeroLeads has found 1 work email signal at @michfinancial.com for Dane Smith, Clu, Chfc, Ricp® at Michigan Financial Companies.

Where is Dane Smith, Clu, Chfc, Ricp® based?

Dane Smith, Clu, Chfc, Ricp® is based in Southfield, Michigan, United States while working with Michigan Financial Companies.

What companies has Dane Smith, Clu, Chfc, Ricp® worked for?

Dane Smith, Clu, Chfc, Ricp® has worked for Michigan Financial Companies.

Who are Dane Smith, Clu, Chfc, Ricp®'s colleagues at Michigan Financial Companies?

Dane Smith, Clu, Chfc, Ricp®'s colleagues at Michigan Financial Companies include Kyle Morris, Cindy Bauman, Folorunsho Olaide, Krysten Dinkins, and Nick J. Valenti, Clu, Chfc, Cfp®.

How can I contact Dane Smith, Clu, Chfc, Ricp®?

You can use AeroLeads to view verified contact signals for Dane Smith, Clu, Chfc, Ricp® at Michigan Financial Companies, including work email, phone, and LinkedIn data when available.

What schools did Dane Smith, Clu, Chfc, Ricp® attend?

Dane Smith, Clu, Chfc, Ricp® holds Bachelor'S Degree, Secondary Education And Teaching from Central Michigan University.

What skills is Dane Smith, Clu, Chfc, Ricp® known for?

Dane Smith, Clu, Chfc, Ricp® is listed with skills including Financial Advisory, Retirement Planning, Financial Planning, Retirement, Finance, Asset Allocation, Wealth Accumulation, and Strategic Planning.

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