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Mike Thomas
Wealth Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">RSMUS Wealth Management,LLC</span>
Seasoned wealth management expert delivering personalized financial advice.
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Location
Cedar Rapids, Iowa, United States, US
Skills
- Wealth
- Strategic Planning
- Mutual Funds
- Financial Advisory
- Alternative Investments
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Bio
Generated by
Topline AI
Mike Thomas is a seasoned wealth management expert with 22 years of experience in financial advisory, strategic planning, and alternative investments. He has a strong background in wealth management, estate planning, and personal finance, with a proven track record of delivering personalized advice to small business owners and affluent individuals. His expertise spans multiple industries, including insurance and annuities.
Experience
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RSMUS Wealth Management,LLC
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Cedar Rapids, IA
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Wealth Advisor
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May 2002 - Present
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Cedar Rapids, IA
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AXA Equitable
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Cedar Rapids, IA
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Financial Consultant
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Apr 1985 - May 2002
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Cedar Rapids, IA
My career with AXA Equitable encompasses three phases. I was initially hired and trained as an insurance and annuity specialist. My success with the firm resulted in a promotion to a management position in 1989. My job description was to hire and develop new consultants in the financial plan...
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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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