Michael Raidt, Cfp®

Michael Raidt, Cfp® Email and Phone Number

Workforce Development and Education Committee (Volunteer) @ Allied Construction Industries
Cincinnati, OH, US
Michael Raidt, Cfp®'s Location
Cincinnati Metropolitan Area, United States
Michael Raidt, Cfp®'s Contact Details

Michael Raidt, Cfp® work email

Michael Raidt, Cfp® personal email

n/a
About Michael Raidt, Cfp®

Michael Raidt, Cfp® is a Workforce Development and Education Committee (Volunteer) at Allied Construction Industries.

Michael Raidt, Cfp®'s Current Company Details
Allied Construction Industries

Allied Construction Industries

View
Workforce Development and Education Committee (Volunteer)
Cincinnati, OH, US
Employees:
43
Michael Raidt, Cfp® Work Experience Details
  • Allied Construction Industries
    Workforce Development And Education Committee (Volunteer)
    Allied Construction Industries
    Cincinnati, Oh, Us
  • Mercer Advisors
    Wealth Advisor & Shareholder
    Mercer Advisors Oct 2022 - Present
    Cincinnati, Ohio
    I work in a client-focused, team-centered environment to support business development and client service efforts. As primary or secondary advisor I manage communications, analyze, draft, edit, monitor and deliver comprehensive financial plans to our firms high net worth clients. I ensure strict adherence to company standards of client care making sure to always meet our fiduciary duty and exceed client expectations.
  • Allied Construction Industries
    Workforce Development & Education Committee (Volunteer)
    Allied Construction Industries Mar 2021 - Present
  • The Asset Advisory Group
    Financial Advisor
    The Asset Advisory Group Mar 2020 - Oct 2022
    Cincinnati, Oh
    Michael provides comprehensive financial planning services. Including support and advise for retirement, education, estate planning, investments, tax planning and business succession planning. As a fee-only firm, we get paid for our advice, not for selling investment or insurance products.
  • Allied Construction Industries
    Membership Committee
    Allied Construction Industries Aug 2018 - Mar 2020
  • Allied Construction Industries
    Young Professionals Committee Chair
    Allied Construction Industries Dec 2016 - Mar 2020
    Committee supports networking, education and scholarship fund raising for young professionals in the construction industry of Greater Cincinnati.
  • Leadership Northern Kentucky
    Leadership Northern Kentucky Class Of 2019
    Leadership Northern Kentucky Sep 2018 - Dec 2019
    Leadership Northern Kentucky (LNK) powered by Citi uses the community as a classroom to develop leaders who will effectively serve the region. The programs are designed to help a diverse group of potential, emerging, and existing community leaders acquire an understanding of the strengths and challenges of the Northern Kentucky and Greater Cincinnati area, and the skills necessary to motivate and engage others in collaborative efforts to address them.
  • Shepherd Insurance
    Insurance Advisor
    Shepherd Insurance Nov 2017 - Dec 2019
    Greater Cincinnati
  • Assuredpartners Nl
    Insurance Advisor
    Assuredpartners Nl May 2014 - Nov 2017
    Cincinnati, Ohio Area
    I work with companies to develop insurance, risk management and financial protection strateiges to fit the unique needs of each client. Programs include Commerical Property & Casualty Insurance, Employee Benefits, Risk Management Consulting and Personal Insurance.
  • Lenox Wealth Management
    Senior Financial Planning Analyst
    Lenox Wealth Management Mar 2006 - May 2014
    Cincinnati, Ohio Area
    I worked closely with over 80 families to set goals, identify obstacles, and execute customized plans and strategies. I presented comprehensive financial plans, investment portfolio reviews, and economic market updates. I performed due diligence on money managers, and helped make investment allocation decisions for over $700 million of client portfolios.

Michael Raidt, Cfp® Education Details

Frequently Asked Questions about Michael Raidt, Cfp®

What company does Michael Raidt, Cfp® work for?

Michael Raidt, Cfp® works for Allied Construction Industries

What is Michael Raidt, Cfp®'s role at the current company?

Michael Raidt, Cfp®'s current role is Workforce Development and Education Committee (Volunteer).

What is Michael Raidt, Cfp®'s email address?

Michael Raidt, Cfp®'s email address is mr****@****inc.com

What schools did Michael Raidt, Cfp® attend?

Michael Raidt, Cfp® attended Xavier University, Trinity High School, Louisville, Ky.

Who are Michael Raidt, Cfp®'s colleagues?

Michael Raidt, Cfp®'s colleagues are Justin Mwandjalulu, Cody Cregger, Robert Varda, Kyle Colt, I'm Phenomenal, Eric Scherpenberg, Nashath Mohd.

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