Don Bentley, CFP®, RICP®, AIF®

Vice President, Financial Advisor at Sequoia Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Detroit Metropolitan Area

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Credentials

  • Retirement Income Certified Professional®
    The American College of Financial Services
    Oct, 2018
    - Sep, 2024
  • Accredited Investment Fiduciary®
    fi360
    Sep, 2016
    - Sep, 2024
  • Certified Financial Planner (CFP)
    CFP Board
  • Insurance License (MI)- Life, Heath, and Variable Contracts (inactive)
    -
  • Series 52 - Municipal Securities Representative (inactive)
    FINRA
  • Series 63 - Uniform Securities Agent State Law (inactive)
    FINRA
  • Series 66 - Uniform Combined State Law (inactive)
    FINRA
  • Series 7 - General Securities Representative (inactive)
    FINRA

Experience

  • Sequoia Financial Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Financial Advisor
      • Jun 2016 - Present

      The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Jan 2007 - Jun 2016

Education

  • Michigan State University
    Bachelor’s Degree, Business Administration and Management, General
    1997 - 1999
  • Kaplan University
    CFP® Curriculum
    2012 - 2012
  • Lansing Community College
    Associate’s Degree, Business Administration and Management, General
    1994 - 1996
  • Webberville

Community

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