Mike Myers Email & Phone Number
Founder and Principal, Senior Wealth Advisor @ Cerulean Private Wealth Advisors
5 free lookup(s).
Mike Myers Location
- Indianapolis, IN, US
Mike Myers Work
- 2018 - now Founder and Principal, Senior Wealth Advisor @
- 2001 - 2018 First Vice President, Senior Financial Advisor @
- 1998 - 2001 Financial Advisor @
Mike Myers Education
- Investments and Wealth Institute
Certified Private Wealth Advisor® (CPWA®)
2017 - 2017 - Butler University
Bachelor of Arts (B.A.) (Journalism)
1990 - 1994 - Pike High School 1986 - 1990
Mike Myers Skills
- Financial Analysis
- Uniform Combined State Law
- Series 7
- Series 65
- Asset Allocation
- Portfolio Management
- Strategic Planning
- Investment Strategies
- Investment Advisory
- Wealth Management
- Retirement Planning
- Securities
- Alternative Investments
- Mutual Funds
- Leadership
- Customer Service
- Investments
- Marketing
- Wealth Management Services
Mike Myers Summary
- Mike Myers, based in Indianapolis, IN, US, is currently a Founder and Principal, Senior Wealth Advisor at Cerulean Private Wealth Advisors. Mike Myers brings experience from previous roles at Merrill Lynch and Morgan Stanley. Mike Myers holds a 2017 - 2017 Certified Private Wealth Advisor® (CPWA®) @ Investments and Wealth Institute. With a robust skill set that includes Financial Analysis, Uniform Combined State Law, Series 7, Series 65, Asset Allocation and more. Mike Myers has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Cerulean Private Wealth Advisors Employees
Mike Myers
Founder and Principal, Senior Wealth Advisor
Indianapolis, IN, US
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