Financial Advisor
Current
Jones Kertz & Associates
Apr 2021 - Present
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Mike M. Email & Phone Number
Financial Advisor at Jones Kertz & Associates
at
Jones Kertz & Associates
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Jones Kertz & Associates
Role
Financial Advisor at Jones Kertz & Associates
Location
United States
Who is Mike M.? Overview
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Quick answer
Mike M. is listed as Financial Advisor at Jones Kertz & Associates at Jones Kertz & Associates, based in United States. AeroLeads shows a matched LinkedIn profile for Mike M..
Mike M. previously worked as Financial Advisor at Jones Kertz & Associates and Financial Advisor at First Advisors. Mike M. holds Bachelor Of Business Administration - Bba, Finance from University Of Iowa.
Profile bio
About Mike M.
Being a trusted adviser who always puts the client first is not just my job, it’s my mission. I have been in the financial services industry for my entire career. For the past 12 years I have been delivering tailored financial solutions to meet high-net-worth clients’ unique and complex needs through collaboration and communication. I have knowledge and experience in retirement planning, financial planning, and portfolio construction and management.
Current workplace
Mike M.'s current company
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Jones Kertz & Associates
6 roles
Mike M. work experience
A career timeline built from the work history available for this profile.
Financial Advisor
First Advisors
Delivered tailored financial solutions to meet high-net-worth clients’ unique and complex needs through collaboration and communication with clients. Developed and implemented highly-customized financial plans to individuals and business owners addressing their financial needs, including retirement and cash flow planning, estate planning, portfolio construction and management.
Dec 2008 - Feb 2021
Investment Specialist
Provided comprehensive, needs-based financial solutions to bank clients by offering a range of investment solutions. Trained, mentored and coached a team of seven platform representatives, achieving “Best Investment Region” for 2005 and 2006, achieving 132% of goal, and 156% of goal respectively. Earned President’s Club honors in 2006 and promoted to Officer of TCF Investments in 2007.
Jan 2005 - Oct 2008
Investment Representative
Provided custom financial planning and investment solutions for prospective and existing clients. Delivered guidance and personalized investment strategies to help client’s realize the possibilities of their future.
Oct 2001 - May 2004
Director, Investment Advisory Services
Washington Square Securities, Inc.
Managed all functions of the Investment Advisory Services Department that increased sales by an average of over 100% in 1999 and 2000. Developed and implemented national marketing campaigns and training platforms for the firm's investment advisor representatives for multiple investment advisory products and services.
Oct 1998 - Mar 2001
Equities And Fixed Income Trader
Processed equity, fixed income, and mutual fund trades for the firm's registered representatives on a high-volume, fast-paced trading desk. Managed the unit investment trust (UIT) trading desk, including full responsibilities for the sales, marketing, and inventory.
Dec 1992 - Oct 1998
1 education record
Mike M. education
FAQ
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What company does Mike M. work for?
Mike M. works for Jones Kertz & Associates.
What is Mike M.'s role at Jones Kertz & Associates?
Mike M. is listed as Financial Advisor at Jones Kertz & Associates at Jones Kertz & Associates.
Where is Mike M. based?
Mike M. is based in United States while working with Jones Kertz & Associates.
What companies has Mike M. worked for?
Mike M. has worked for Jones Kertz & Associates, First Advisors, Tcf Investments, Edward Jones, and Washington Square Securities, Inc..
How can I contact Mike M.?
You can use AeroLeads to view verified contact signals for Mike M. at Jones Kertz & Associates, including work email, phone, and LinkedIn data when available.
What schools did Mike M. attend?
Mike M. holds Bachelor Of Business Administration - Bba, Finance from University Of Iowa.
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