Ken Michaels

Ken Michaels Email and Phone Number

Investment Advisor with Wisely Advised | President of Crown Point Chamber of Commerce @ Wisely Advised
Ken Michaels's Location
Crown Point, Indiana, United States, United States
Ken Michaels's Contact Details

Ken Michaels personal email

n/a
About Ken Michaels

As a Fiduciary Investment Advisor, I work hand in hand with business owners and individuals to help build personalized financial plans as well as manage and allocate clients' retirement funds, and assist with estate planning to ensure retirement assets are properly protected. I strive to discover what my client's needs are and work together to help them achieve their financial goals.

Ken Michaels's Current Company Details
Wisely Advised

Wisely Advised

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Investment Advisor with Wisely Advised | President of Crown Point Chamber of Commerce
Ken Michaels Work Experience Details
  • Wisely Advised
    Financial Advisor
    Wisely Advised Dec 2022 - Present
    Hammond, Indiana, United States
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  • Wisely Advised
    Financial Services Assistant
    Wisely Advised Aug 2021 - Dec 2022
    United States
    As an intern at Wisely Advised I was able to gain the knowledge and skills while working along side the senior advisor. Through my experience I was able to learn how to build financial plans, design tailored portfolios, manage current portfolios, and develop estate plans.
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  • Centier Bank
    Retail Banker
    Centier Bank Nov 2021 - Dec 2022
    United States
    At Centier Bank I was held to a high standard of servicing clients bank accounts, as well as maintaining a high level of customer service. My duties consisted of assisting clients through several deposits, withdraws, check issuance, and account management. Other duties consisted of assisting clients with their mobile banking, account balances, and offering financial products that would further benefit each client.
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  • Tech Credit Union
    Bank Teller
    Tech Credit Union Jun 2018 - Nov 2021
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Ken Michaels Skills

Microsoft Office Management Research Communication Banking Retail Banking Finance Money Management Asset Allocation Customer Service Financial Planning

Ken Michaels Education Details

Frequently Asked Questions about Ken Michaels

What company does Ken Michaels work for?

Ken Michaels works for Wisely Advised

What is Ken Michaels's role at the current company?

Ken Michaels's current role is Investment Advisor with Wisely Advised | President of Crown Point Chamber of Commerce.

What is Ken Michaels's email address?

Ken Michaels's email address is km****@****ier.com

What schools did Ken Michaels attend?

Ken Michaels attended Indiana University Northwest.

What skills is Ken Michaels known for?

Ken Michaels has skills like Microsoft Office, Management, Research, Communication, Banking, Retail Banking, Finance, Money Management, Asset Allocation, Customer Service, Financial Planning.

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