Mike Proctor, Cfp®, Ricp®, Cvga

Mike Proctor, Cfp®, Ricp®, Cvga Email and Phone Number

Wichita, KS, US
Mike Proctor, Cfp®, Ricp®, Cvga's Location
Wichita, Kansas Metropolitan Area, United States, United States
About Mike Proctor, Cfp®, Ricp®, Cvga

Wichita area native, fee-based investment adviser, financial planner and fiduciary with 13 years of industry experience guiding clients through individual and business transitions to make the most of their investments.Book online or call (316)768-PLAN (7526) to book your appointment.www.leadingedgefp.com

Mike Proctor, Cfp®, Ricp®, Cvga's Current Company Details
Leading Edge Growth, LLC

Leading Edge Growth, Llc

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President
Wichita, KS, US
Mike Proctor, Cfp®, Ricp®, Cvga Work Experience Details
  • Leading Edge Growth, Llc
    President
    Leading Edge Growth, Llc
    Wichita, Ks, Us
  • Leading Edge Financial Planning, Llc
    Financial Advisor / President
    Leading Edge Financial Planning, Llc Feb 2017 - Present
    Wichita, Kansas, Us
    Our passion is helping families and individuals build financial independence intentionally and strategically with vision and leadership for future generations. Leadership for you and your loved ones brings purpose and focus to your plans. We may not be here forever, but when our legacy remains, what will it be?Let us help you reflect on what's important today, think ahead for what will be important tomorrow, find your path and help you execute on it well. Assist clients in:• Financial Planning• Estate Planning• Business Succession Planning• Investment Advising• Identifying the goals most important to them.• Reviewing current plans and resources to achieve the goals and objectives.• Finding competitive products, adjustments and creative solutions to meet their goals, regardless of the company and take action.Leading Edge Financial Planning, LLC is a fee-based, independent Registered Investment Advisory firm.For more information, contact us at mike@leadingedgefp.com or call (316)768-PLAN (7526).ORBook online via: https://tinyurl.com/leadingedgeappt
  • Leading Edge Growth, Llc
    President
    Leading Edge Growth, Llc Oct 2018 - Present
    The more financial planning we did for business owners and aspiring entrepreneurs, we realized just how much of a service gap exists between the traditional advisor role and business owners.Today we perform valuations, engage in exit and succession planning, connect what the business is doing to what the owner and employees need personally, provide specific, targeted feedback to how to strategically grow the value of the company as a Certified Value Growth Advisor and assist in the implementation of those changes.If you would like to connect and learn more about how or when we can add value to your business and elevate what your business does for you and the community, send me a message or call today at 316-330-9300.www.GrowthKS.com
  • City Of Goddard, Kansas
    City Council Member
    City Of Goddard, Kansas Jan 2020 - Dec 2022
    Goddard, Ks, Us
  • Highpointe Financial Group, Llc
    Financial Advisor
    Highpointe Financial Group, Llc Nov 2015 - Jan 2017
    • Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services Licensed in: AZ, CA, FL, IA, KS, LA, MO, NM and TX.Michael Proctor is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 1095 Benson Dr. Ste. 350 Overland Park, KS 66210 (913) 234-0300.CA Insurance License # 0I99738. Domicile State: KS
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Apr 2013 - Nov 2015
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2010 - Apr 2013
    Milwaukee, Wi, Us
    As a Representative with the Northwestern Mutual Financial Network, I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Visit my website at http://www.mikeproctor.nmfn.com for additional information.

Mike Proctor, Cfp®, Ricp®, Cvga Education Details

  • Kansas State University
    Kansas State University
    Business And Finance
  • Goddard High School
    Goddard High School

Frequently Asked Questions about Mike Proctor, Cfp®, Ricp®, Cvga

What company does Mike Proctor, Cfp®, Ricp®, Cvga work for?

Mike Proctor, Cfp®, Ricp®, Cvga works for Leading Edge Growth, Llc

What is Mike Proctor, Cfp®, Ricp®, Cvga's role at the current company?

Mike Proctor, Cfp®, Ricp®, Cvga's current role is President.

What schools did Mike Proctor, Cfp®, Ricp®, Cvga attend?

Mike Proctor, Cfp®, Ricp®, Cvga attended Kansas State University, Goddard High School.

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