Mike Emerson, CFA, CFP®

Partner, Senior Consultant at Fiducient Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Oct, 2023
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Nov, 2016
    - Nov, 2024
  • Uniform Investment Adviser Law Examination
    NASAA
    Aug, 2014
    - Nov, 2024
  • Proprietary Trader's Qualification Exam
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2012
    - Nov, 2024

Experience

  • Fiducient Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Partner, Senior Consultant
      • Jan 2023 - Present

    • Senior Consultant
      • Jan 2017 - Present

  • RMB Capital
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Wealth Advisor
      • Jan 2014 - Jan 2017

  • 303 Capital Partners, LLC
    • Financial Services
    • 1 - 100 Employee
    • Assistant Trader
      • Jul 2010 - Oct 2013

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • May 2008 - Sep 2008

Education

  • University of Chicago
    Bachelor’s Degree
    2006 - 2010
  • The London School of Economics and Political Science (LSE)
    Finance, General
    2009 - 2009

Community

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