Michael Berkemeier Email & Phone Number
Managing Director - Founder @ Innovia Wealth
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Michael Berkemeier Location
- Grand Rapids, MI, US
Michael Berkemeier Work
- 2001 -now Managing Director - Founder @
- 2012 -now Regional Director, Advanced Planning @
- 1999 -2001 Representative @
- 1998 -1999 Intern @
Michael Berkemeier Education
- University of Dayton
Bachelors (Marketing / Finance)
1997-2001
Michael Berkemeier Skills
- Strategic Financial Planning
- Estate Planning
- Business Planning
- Life Insurance
- Asset Management
- Financial Advisory
- Investment Strategies
- Qualified Retirement Plans
- Business Continuity Planning
- Deferred Compensation
- Cash Balance Plans
- Life Insurance Analysis
- Strategic Financial
- Business Continuity
- Social Media
- Microsoft Word
- Sales Management
- Qualified Retirement
- Strategy
Michael Berkemeier Summary
- Michael Berkemeier, based in Grand Rapids, MI, US, is currently a Managing Director - Founder at Innovia Wealth. Michael Berkemeier brings experience from previous roles at Thomas Brady & Associates, UBS and PaineWebber. Michael Berkemeier holds a 1997 - 2001 Bachelors in Marketing / Finance @ University of Dayton. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Business Planning, Life Insurance, Asset Management and more. Michael Berkemeier has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Innovia Wealth Employees
Michael Berkemeier
Managing Director - Founder
Grand Rapids, MI, US
Greg Bosch
Chief Investment Officer
Grand Rapids, MI, US
Mark Ghafari
Partner
United States
Stacy Spain
Chief Compliance Officer
Grand Rapids, MI, US
Aaron Veldheer
Managing Director
United States
Alex Timmer
Director of Client Services
Grandville, MI, US
Jacob Watson
Senior Wealth Advisor
Hudsonville, MI, US
Samantha Doletzky
Manager of Retirement Plan Services
Grand Rapids, MI, US
Steven Lloyd
CSA Associate
Grand Rapids, MI, US
Aaron Sygiel
Executive Assistant
Grand Rapids, MI, US
Marleigh Plachecki
Director of Finance And Human Resources
Grand Rapids, MI, US
John Guchte
Partner
Grand Rapids, MI, US
Drew Boatright
Wealth Advisor
Grand Rapids, MI, US
Peter Ross
Wealth Advisor
Grand Rapids, MI, US
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