Mark Satkoski, Cfp®, Aif®

Mark Satkoski, Cfp®, Aif® Email and Phone Number

Principal at Midwest Capital Advisors, LLC @ Midwest Capital Advisors
grand rapids, michigan, united states
Mark Satkoski, Cfp®, Aif®'s Location
Grand Rapids, Michigan, United States, United States
Mark Satkoski, Cfp®, Aif®'s Contact Details

Mark Satkoski, Cfp®, Aif® work email

Mark Satkoski, Cfp®, Aif® personal email

About Mark Satkoski, Cfp®, Aif®

As an experienced leader in providing financial advice at Midwest Capital Advisors, I focus my time on serving individuals/families transitioning into retirement and beyond. Committed to helping others reach and implement their financial goals, I partner with my clients to develop tax-sensitive investment and financial planning strategies. As a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary (AIF®), I sit on the same side of the table as my clients and put their interests front and center.

Mark Satkoski, Cfp®, Aif®'s Current Company Details
Midwest Capital Advisors

Midwest Capital Advisors

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Principal at Midwest Capital Advisors, LLC
grand rapids, michigan, united states
Website:
midwestcap.com
Employees:
9
Mark Satkoski, Cfp®, Aif® Work Experience Details
  • Midwest Capital Advisors
    Principal
    Midwest Capital Advisors Jan 2019 - Present
    View
  • Midwest Capital Advisors
    Senior Wealth Advisor
    Midwest Capital Advisors Jan 2015 - Present
    Greater Grand Rapids, Michigan Area
    View
  • Kevin Toler & Associates
    Client Service Manager
    Kevin Toler & Associates Apr 2013 - Dec 2014
    Greater Grand Rapids, Michigan Area
    A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Scottrade
    Branch Manager
    Scottrade Dec 2005 - Mar 2013
    Portage, Mi
    View

Mark Satkoski, Cfp®, Aif® Skills

Qualified Retirement Plans Investments Series 7 Series 63 Series 24 401k Certified Financial Planner Series 65 Life Insurance Variable Annuities Fixed Annuities Disability Insurance Employee Benefits Equities Fixed Income Unit Investment Trusts Mutual Funds Options

Mark Satkoski, Cfp®, Aif® Education Details

Frequently Asked Questions about Mark Satkoski, Cfp®, Aif®

What company does Mark Satkoski, Cfp®, Aif® work for?

Mark Satkoski, Cfp®, Aif® works for Midwest Capital Advisors

What is Mark Satkoski, Cfp®, Aif®'s role at the current company?

Mark Satkoski, Cfp®, Aif®'s current role is Principal at Midwest Capital Advisors, LLC.

What is Mark Satkoski, Cfp®, Aif®'s email address?

Mark Satkoski, Cfp®, Aif®'s email address is ms****@****ail.com

What schools did Mark Satkoski, Cfp®, Aif® attend?

Mark Satkoski, Cfp®, Aif® attended Grand Valley State University, Grand Valley State University.

What skills is Mark Satkoski, Cfp®, Aif® known for?

Mark Satkoski, Cfp®, Aif® has skills like Qualified Retirement Plans, Investments, Series 7, Series 63, Series 24, 401k, Certified Financial Planner, Series 65, Life Insurance, Variable Annuities, Fixed Annuities, Disability Insurance.

Who are Mark Satkoski, Cfp®, Aif®'s colleagues?

Mark Satkoski, Cfp®, Aif®'s colleagues are Jennifer T., Jeffrey Freeberg, Cfp®, Brandon Buck, Michael Desmyter, Aif®, Laura Ebert.

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