Michael Marx

Invesment and Planning Analyst at The Martin Financial Group - Wichita
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Contact Information
us****@****om
(386) 825-5501
Location
Wichita, Kansas Metropolitan Area

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Bio

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Credentials

  • Kansas Life, Health, and Accident Producer Insurance License
    Kansas Insurance Department
    Jun, 2021
    - Nov, 2024
  • Securities Investment Exam
    FINRA

Experience

  • The Martin Financial Group - Wichita
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Invesment and Planning Analyst
      • Apr 2021 - Present

      As The Martin Financial Group's Investment & Planning Analyst, Michael gathers and analyzes client information, services client investment accounts and asset movement, and builds out financial plans. As The Martin Financial Group's Investment & Planning Analyst, Michael gathers and analyzes client information, services client investment accounts and asset movement, and builds out financial plans.

  • Wolters Kluwer Tax & Accounting US
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Content Management Analyst
      • Jun 2020 - Mar 2021

  • InfoSync
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Cash and Banking Specialist
      • Dec 2019 - May 2020

  • Friends University
    • United States
    • Higher Education
    • 300 - 400 Employee
    • Campus Ambassador
      • Oct 2019 - Dec 2019

  • InfoSync
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Accounting Internship
      • Jan 2019 - Aug 2019

  • Friends University
    • United States
    • Higher Education
    • 300 - 400 Employee
    • Residential Assistant
      • Jul 2018 - Aug 2019

Education

  • Friends University
    Bachelor of Science - BS, Accounting
    2016 - 2019

Community

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