Bio
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Topline AI
Michael Meyers is a seasoned financial professional with 29 years of experience in asset management, wealth management, and financial planning. He holds an MBA from The University of Chicago - Booth School of Business and a BA from University of Illinois Urbana-Champaign. Meyers is certified in financial planning and has expertise in investments, retirement planning, and compliance.
Credentials
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Economics of Money and Banking, Part One
CourseraJul, 2014- Jun, 2026 -
Analyzing Global Trends for Business and Society
CourseraJun, 2014- Jun, 2026 -
Understanding economic policymaking
CourseraJun, 2014- Jun, 2026 -
Financial Markets
CourseraApr, 2014- Jun, 2026 -
Certificate Program in Financail Planning
DePaul UniversityJun, 2004- Jun, 2026 -
Certified Financial Planner (CFP)
College of Financial PlanningJun, 2006- Jun, 2026 -
Series 65
FINRA (Financial Industry Regulatory Authority)
Experience
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D3 Financial Counselors LLC
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Downers Grove, IL
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Chief Compliance Officer & Certified Financial Planner®
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Sep 2006 - Dec 2018
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Downers Grove, IL
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Lucent Technologies
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Naperville, IL
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Director
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Jul 1996 - Jul 2001
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Naperville, IL
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AT&T Bell Laboratories
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Naperville, IL
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Director
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Jun 1967 - Jun 1996
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Naperville, IL
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Education
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1982 - 1984The University of Chicago - Booth School of Business
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1967 - 1969University of Chicago
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1965 - 1967University of Illinois Urbana-Champaign
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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