John R. Oliver

Wealth Partner / Founder at Agile Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Northville, Michigan, United States, US
Languages
  • English -

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Bio

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Credentials

  • Accredited Wealth Management Advisor™ or AWMA™ Professional Designation
    College for Financial Planning
  • Life Health Insurance License
    State of Michigan
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 65
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Agile Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Partner / Founder
      • Apr 2019 - Present

      Registered Investment Adviser Registered Investment Adviser

  • Executive Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Advisor
      • Nov 2016 - Feb 2019

  • Community Financial Credit Union
    • United States
    • Banking
    • 100 - 200 Employee
    • Financial Advisor
      • Oct 2007 - 2016

      Specialized in helping members manage their wealth and create pre-retirement and retirement Income planning strategies so that they could focus on family and long term goals. Specialized in helping members manage their wealth and create pre-retirement and retirement Income planning strategies so that they could focus on family and long term goals.

Education

  • Detroit College of Business
    Bachelor's degree, Entrepreneurial and Small Business Operations
    2000 - 2004
  • Walsh College
    Finance, Accounting and Finance
    2011 - 2013

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