Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Websites
Accomplishments
Timeline
Generic

Michael Schoeder

Janesville,WI

Summary

Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Wealth Advisor

LPL Financial
Janesville, WI
01.2008 - Current
  • Developed detailed financial plans for clients that included cash flow analysis, asset allocation, retirement planning, estate planning, insurance review, tax planning and budgeting.
  • Assisted clients in understanding various types of investments including stocks, bonds, mutual funds, ETFs and other securities.
  • Presented complex financial concepts in an easy-to-understand manner tailored to individual client needs.

Education

BBA - Finance

University of Wisconsin - Whitewater
Whitewater, WI
12-1988

Skills

  • Self-Directed
  • Written and Verbal Communication
  • Reliable and trustworthy
  • Customer Relations

Certification

  • Series 7, and Series 66 licensed

Affiliations

  • Board Member of Gifts Mens Shelter in Janesville
  • Active Parish Elder of St. William Catholic Church
  • Volunteer at many community charities

Websites

Accomplishments

  • LPL Freedom Club for production

Timeline

Wealth Advisor

LPL Financial
01.2008 - Current

BBA - Finance

University of Wisconsin - Whitewater

Similar Profiles

CREATE PROFILE
Michael Schoeder