See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

MK

Michael Kinzie

Chartered Financial Consultant at got52 Wealth Management
Intro Book
Seasoned financial expert with 28+ years of experience in strategic financial planning and wealth management.
  • Claim this Profile
Location
Cincinnati, Ohio, United States, US
Skills
  • Strategic Financial Planning
  • Retirement Planning
  • Insurance
  • Fixed Annuities
  • Retirement
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Michael Kinzie is a seasoned financial expert with 28+ years of experience in strategic financial planning, retirement planning, insurance, and wealth management. He holds various professional certifications, including Chartered Financial Consultant, Chartered Advisor to Senior Living, and Retirement Income Certified Professional. Kinzie has received numerous awards and recognitions for his expertise, including the David H. Brogan Award and the Cincinnati Association Insurance & Financial Services Advisors Hall of Fame Award.

Experience

  • got52 Wealth Management
    • Cincinnati, Ohio
    • Chartered Financial Consultant
      • Apr 2021 - Present
      • Cincinnati, Ohio

      Highlights & Recognitions:• David H. Brogan Award, 2010• Agents Advisory Council, 2005 – 2014; Chairman• Chairman’s Navigator’s Award, 2008• Paul E. Martin Community Service Award, 2004• Executive Council, Ohio National Financial Services• President’s Inner Circle, Ohio National Financial Services• Cincinnati Association Insurance & Financial Services Advisors Hall of Fame Award, 2006• Cincinnati Magazine 5 Star Wealth Manager Recipient• Top of the Table Member, MDRTCivic & Charitable Affiliations:• Boy Scouts of America• Chairman, Promise Keepers• Montgomery Community Church• Emmaus Community Sponsor• MDRT FoundationProfessional Organizations:• Qualifying and Life Member, Million Dollar Round Table (MDRT)• Member National Association Insurance Financial Advisors• Past President - Society of Financial Services Professionals• Past President - General Agent and Managers Association• Member, Golden Key SocietySecurities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory services offered through O.N. Investment Management Company. Licensed to offer insurance and annuities in the following states: CA, FL, GA, KY, MA, OH, OR, TN, VA. Securities licensed in FL, IN, KY, OH, OR, VA.

  • Integrated Financial Network
    • Cincinnati, Ohio Area
    • Chartered Financial Consultant
      • Jul 1993 - Dec 2021
      • Cincinnati, Ohio Area

      Highlights & Recognitions:• David H. Brogan Award, 2010• Agents Advisory Council, 2005 – 2014; Chairman• Chairman’s Navigator’s Award, 2008• Paul E. Martin Community Service Award, 2004• Executive Council, Ohio National Financial Services• President’s Inner Circle, Ohio National Financial Services• Cincinnati Association Insurance & Financial Services Advisors Hall of Fame Award, 2006• Cincinnati Magazine 5 Star Wealth Manager Recipient• Top of the Table Member, MDRTCivic & Charitable Affiliations:• Boy Scouts of America• Chairman, Promise Keepers• Montgomery Community Church• Emmaus Community Sponsor• MDRT FoundationProfessional Organizations:• Qualifying and Life Member, Million Dollar Round Table (MDRT)• Member National Association Insurance Financial Advisors• Past President - Society of Financial Services Professionals• Past President - General Agent and Managers Association• Member, Golden Key SocietySecurities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory services offered through O.N. Investment Management Company. Licensed to offer insurance and annuities in the following states: CA, FL, GA, KY, MA, OH, OR, TN, VA. Securities licensed in FL, IN, KY, OH, OR, VA.

Education

  • 2014 - 2014
    The American College
    Retirement Income Certified Professional
  • 2005 - 2009
    The American College
    Chartered Advisor to Senior Living
  • 1995 - 1999
    The American College
    Chartered Financial Consultant
  • 1995 - 1995
    Purdue University - Krannert School of Management
  • 1989 - 1993
    Old Dominion University
    Bachelor of Science (BS)
  • 1989 - 1993
    The American College
    Chartered Life Underwriter
  • 1985 - 1985
    Life Underwriter Training Council Fellow
  • 1984 - 1984
    Agency Management Training Council
    Graduate

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services.”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles