Seth Hicks, Cfp®

Seth Hicks, Cfp® Email and Phone Number

Lead Paraplanner @ paraplanner.ai
Grand Rapids, MI, US
Seth Hicks, Cfp®'s Location
Grand Rapids, Michigan, United States, United States
About Seth Hicks, Cfp®

Seth Hicks, Cfp® is a Lead Paraplanner at paraplanner.ai.

Seth Hicks, Cfp®'s Current Company Details
paraplanner.ai

Paraplanner.Ai

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Lead Paraplanner
Grand Rapids, MI, US
Employees:
1
Seth Hicks, Cfp® Work Experience Details
  • Paraplanner.Ai
    Lead Paraplanner
    Paraplanner.Ai
    Grand Rapids, Mi, Us
    View
  • Covenant Trust
    Financial Advisor
    Covenant Trust Aug 2024 - Present
    Chicago, Il, Us
    View
  • Paraplanner.Ai
    Lead Paraplanner
    Paraplanner.Ai Sep 2023 - Present
    Austin, Us
    paraplanner.ai has developed a platform which makes it easy to delegate work to a team of dedicated paraplanners and assistants. This allows advisors to scale their practice without hiring more staff and reducing overhead. Paraplanner.ai helps advisors through financial planning, portfolio analysis, meeting agenda prep, AI data extraction, and more.
    View
  • Munin
    Director Of Financial Planning
    Munin Sep 2023 - Aug 2024
    Austin, Texas, Us
    Enabling Enterprise RIAs to securely deploy LLM applications to give their financial advisors AI superpowers.
    View
  • Brookstone Capital Management
    Financial Planning Analyst
    Brookstone Capital Management May 2018 - Sep 2023
    Wheaton, Il, Us
    View
  • Christian Insurance Group
    Final Expense Planner
    Christian Insurance Group Feb 2017 - May 2018

Seth Hicks, Cfp® Education Details

  • Davenport University
    Davenport University
    Business Management And Finance
  • Kaplan University
    Kaplan University
    Financial Planning And Services

Frequently Asked Questions about Seth Hicks, Cfp®

What company does Seth Hicks, Cfp® work for?

Seth Hicks, Cfp® works for Paraplanner.ai

What is Seth Hicks, Cfp®'s role at the current company?

Seth Hicks, Cfp®'s current role is Lead Paraplanner.

What schools did Seth Hicks, Cfp® attend?

Seth Hicks, Cfp® attended Davenport University, Kaplan University.

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