Mike Axelrod, Cfa®, Cfp®

Mike Axelrod, Cfa®, Cfp® Email and Phone Number

Director of Financial Planning at Affinity Asset Management @
Mike Axelrod, Cfa®, Cfp®'s Location
Overland Park, Kansas, United States, United States
Mike Axelrod, Cfa®, Cfp®'s Contact Details

Mike Axelrod, Cfa®, Cfp® personal email

n/a
About Mike Axelrod, Cfa®, Cfp®

Financial Professional experienced in developing comprehensive financial analyses for individuals and business owners. Excellent leadership evidenced by the ability to develop a highly effective team. Has a proven ability to easily explain complex financial issues to non- financial individuals or audiences. Proficient in multiple financial planning and insurance illustration platforms. Thorough knowledge of investment strategies, including mutual funds, fixed annuities, variable annuities, and income annuities.Securities and Advisory Services offered through Creative One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Affinity Asset Management and Creative One Securities, LLC are not affiliated. Please do not send orders via e-mail because there is no assurance of receipt and they are not legally binding. The information above is from sources believed to be reliable. There is no guarantee to accuracy. This is not an official statement or confirmation.

Mike Axelrod, Cfa®, Cfp®'s Current Company Details
Affinity Asset Management

Affinity Asset Management

Director of Financial Planning at Affinity Asset Management
Mike Axelrod, Cfa®, Cfp® Work Experience Details
  • Affinity Asset Management
    Director Of Financial Planning
    Affinity Asset Management Feb 2016 - Present
    Overland Park, Kansas
  • Fidelity Security Life & Forrest T Jones
    Director Of Retirement Services
    Fidelity Security Life & Forrest T Jones Jan 2013 - Sep 2015
    Kansas City, Missouri
  • Metlife Midwest Associates
    Financial Services Representative
    Metlife Midwest Associates Jul 2011 - Dec 2012
    Greater St. Louis Area
    View
  • Stifel Nicolaus
    Vp - Manager, Financial Planning Group
    Stifel Nicolaus Aug 2008 - May 2011
    Greater St. Louis Area
    View
  • Stifel Nicolaus
    Avp Sr Insurance Marketing Specialist
    Stifel Nicolaus Apr 2002 - Jul 2008
    Greater St. Louis Area
    View
  • A.G. Edwards
    Insurance Marketing Specialist
    A.G. Edwards Dec 1999 - Apr 2002
    Greater St. Louis Area
    View
  • John Hancock
    Special Agent
    John Hancock Mar 1999 - Nov 1999
    Greater St. Louis Area
    View
  • The Copeland Companies
    Account Executive
    The Copeland Companies Aug 1996 - Mar 1999
    Greater St. Louis Area
  • American Express Financial Advisors
    Financial Advisor/Paraplanner
    American Express Financial Advisors Jan 1994 - Jul 1996
    Greater St. Louis Area
    View

Mike Axelrod, Cfa®, Cfp® Skills

Retirement Investments Financial Services Series 7 Wealth Management Insurance Retirement Planning Series 63 Leadership Fixed Annuities Strategy Financial Advisory Estate Planning Finra Mutual Funds Marketing Asset Allocation Securities Life Insurance Series 65 Investment Advisory Uniform Combined State Law Series 24 Financial Goals Alternative Investments Financial Planning Management

Mike Axelrod, Cfa®, Cfp® Education Details

Frequently Asked Questions about Mike Axelrod, Cfa®, Cfp®

What company does Mike Axelrod, Cfa®, Cfp® work for?

Mike Axelrod, Cfa®, Cfp® works for Affinity Asset Management

What is Mike Axelrod, Cfa®, Cfp®'s role at the current company?

Mike Axelrod, Cfa®, Cfp®'s current role is Director of Financial Planning at Affinity Asset Management.

What is Mike Axelrod, Cfa®, Cfp®'s email address?

Mike Axelrod, Cfa®, Cfp®'s email address is mi****@****ens.com

What schools did Mike Axelrod, Cfa®, Cfp® attend?

Mike Axelrod, Cfa®, Cfp® attended Webster University, University Of Missouri-Columbia, Parkway Central.

What are some of Mike Axelrod, Cfa®, Cfp®'s interests?

Mike Axelrod, Cfa®, Cfp® has interest in Social Services.

What skills is Mike Axelrod, Cfa®, Cfp® known for?

Mike Axelrod, Cfa®, Cfp® has skills like Retirement, Investments, Financial Services, Series 7, Wealth Management, Insurance, Retirement Planning, Series 63, Leadership, Fixed Annuities, Strategy, Financial Advisory.

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