Mike Proctor, Cfp®, Ricp®, Cvga Email and Phone Number
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
-
PresidentLeading Edge Growth, LlcWichita, Ks, Us -
Financial Advisor / PresidentLeading Edge Financial Planning, Llc Feb 2017 - PresentWichita, Kansas, UsOur 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 -
PresidentLeading Edge Growth, Llc Oct 2018 - PresentThe 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 Council MemberCity Of Goddard, Kansas Jan 2020 - Dec 2022Goddard, Ks, Us -
Financial AdvisorHighpointe 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
-
Financial AdvisorNorthwestern Mutual Apr 2013 - Nov 2015Milwaukee, Wi, Us -
Financial RepresentativeNorthwestern Mutual Jun 2010 - Apr 2013Milwaukee, Wi, UsAs 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 UniversityBusiness And Finance -
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial