Michael Berkemeier's Location
Grand Rapids, MI, US
Michael Berkemeier's Work
- Managing Director - Founder @ Innovia Wealth
- Regional Director, Advanced Planning @ Thomas Brady & Associates
- Representative @ New York Fitness
- Intern @ PaineWebber
Michael Berkemeier's Education
- University of Dayton
Bachelors (Marketing / Finance)
1997 - 2001
Michael Berkemeier's Skills
- Strategic Financial Planning
- Estate Planning
- Business Planning
- Life Insurance
- Asset Management
- Financial Advisory
- Investment Strategies
- Qualified Retirement Plans
- Business Continuity Planning
- Deferred Compensation
Michael Berkemeier's Summary
Michael Berkemeier, based in Grand Rapids, MI, US, is currently a Managing Director - Founder at Innovia Wealth, bringing 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 contributes valuable insights to the industry. Michael Berkemeier has 3 emails and 1 mobile phone number on RocketReach.
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