MaxWealth Management, located at Lake Michigan Credit Union, Promotes Jake Mitchell as LPL Financial Advisor for the Detroit area.
January 27, 2021Jake started with MaxWealth right after he earned his degree in Finance from Michigan State University’s Broad College of Business. At MSU Jake studied specifically to become a Financial Advisor. His course work included extensive study in the areas of wealth management, financial, estate and, insurance planning, investment portfolio construction, and budgeting. Jake holds his series 7 and 66 with LPL Financial, Accident, Health, Life and Variable Products Insurance in Michigan.
Kristy Kemnic-Nicol, Vice President of Max Wealth Management, is excited to add Jake’s experience and passion to the team, “In Jake’s time with MaxWealth, he has helped guide our clients with professional advice, while crafting financial plans based on their financial goals. We are excited to have him bring his service and knowledge to serve our Detroit market to continue to guide individuals and families in pursuit of reaching their financial goals.”
Jake said he was drawn to MaxWealth Management because, “doing the right thing is what they seek to do. It feels great knowing you’re truly helping someone for the better. I’m excited to make our presence as well-known in Detroit as we are in West Michigan.”
Jake resides in Royal Oak, Michigan.
About MaxWealth Management Located at Lake Michigan Credit Union
MaxWealth Management Located at Lake Michigan Credit Union serves more than 55 Lake Michigan Credit Union locations, including 11 in southwest Florida. Apart from utilizing several leading investment vehicles on the market today, MaxWealth Management Located at Lake Michigan Credit Union also allies with LPL Financial, the nation’s leading independent broker-dealer,* to provide a vast array of professionally managed investment opportunities. MaxWealth Management LPL Financial Advisors provide objective financial guidance to hundreds of families throughout Michigan and southwest Florida seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2020. To learn more, visit LMCU.org/MaxWealth.
About Lake Michigan Credit Union (LMCU)
Lake Michigan Credit Union (LMCU) is the largest credit union in Michigan. Employing a staff of over 1,300, LMCU’s assets exceed $9 billion, with a mortgage servicing portfolio of over $12 billion and over 460,000 members. LMCU has 55 convenient branch locations overall, including 11 in southwest Florida. LMCU members have access to over 55,000 AllPoint ATMs worldwide. LMCU provides a full-range of financial services, from high interest-bearing checking accounts to personal loans, mortgages, investments and commercial banking.