Michael Barczak, CFA

Director, Retirement Plans - Investments at Carson Group
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Nov, 2021
    - Nov, 2024
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2013
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2013
    - Nov, 2024

Experience

  • Carson Group
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Director, Retirement Plans - Investments
      • Oct 2023 - Present

  • Creative Planning Retirement Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner / Director of Investments
      • Jan 2023 - Oct 2023

  • Lockton Retirement Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner / Director of Investments
      • Jan 2022 - Dec 2022

  • Lockton
    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Investment Specialist
      • Jan 2020 - Jan 2022

    • Account Executive - Investments
      • Oct 2017 - Jan 2020

  • Mayflower Advisors
    • Boston, MA
    • Portfolio Analyst
      • Apr 2014 - Aug 2017

  • The Bulfinch Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Account Executive
      • Jun 2013 - Jan 2014

    • Benefits Analyst
      • Jun 2012 - Jun 2013

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2011 - Aug 2011

Education

  • Denison University
    Bachelor of Arts (B.A.), Economics
    2008 - 2012

Community

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