Tom Small, CFP®
Owner/Adviser, Certified Financial Planner™ Practitioner at Michigan Money Management, LLC- Claim this Profile
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Bio
Experience
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Michigan Money Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Owner/Adviser, Certified Financial Planner™ Practitioner
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Jun 2010 - Present
Lansing & Grand Rapids Michigan Money Management is a firm dedicated to helping people reach their goal of retiring and living life financially independent. We utilize the financial planning process to create custom solutions employing an independent approach to help clients achieve financial success! www.MichiganMoneyManagement.com Registered Representative: Securities offered through Triad Advisors LLC, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative: Michigan Money Management, LLC… Show more Michigan Money Management is a firm dedicated to helping people reach their goal of retiring and living life financially independent. We utilize the financial planning process to create custom solutions employing an independent approach to help clients achieve financial success! www.MichiganMoneyManagement.com Registered Representative: Securities offered through Triad Advisors LLC, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative: Michigan Money Management, LLC, a Registered Investment Advisor. Triad and Michigan Money Management, LLC are not affiliated. Show less
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Triad Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Nov 2015 - Present
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Education
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1981 - 1985
Bentley University
BS -
1977 - 1981
Nantucket High School
Community
