Advance Capital
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Advance Capital Employees
Bolmgren RetirePLAN, Inc. January 2013 - Present
First Midwest Securities, Inc September 2010 - December 2012
Advance Capital March 2004 - September 2010
Prudential Securities May 2002 - March 2004
Education
The University of Akron 2001 — 2004
Bachelor of Science in Business Administration, Finance
The American College
Chartered Life Underwriter (CLU®)
Advance Capital May 2006 - Present
Skills
Investment Advisory, Financial Services, Capital, 401k
Education
Northern Illinois University 2004 — 2006
bachelor degree, English
Southern Illinois University, Carbondale 1996 — 2000
N/A, Photography
Advance Capital March 1995 - Present
Education
Walsh College 1994 — 1997
MSPA, Accounting
Oakland University 1986 — 1989
BS, Finance
Advance Capital September 1997 - Present
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Portfolio Management, 401k, Investments, Mutual Funds, Asset Management, Investment Strategies, Series 63, Strategic Financial..., Wealth Management, Tax, Alternative Investments
Education
University of Michigan 1990 — 1994
BBA, Finance
Latcha + Associates July 2012 - Present
Advance Capital August 2007 - May 2010
Advance Capital January 2007 - August 2008
Skills
CRM, Customer Service, Adobe Creative Suite, PowerPoint, Microsoft Excel, Social Media, Salesforce.com, Advertising, Online Advertising, Marketing, Marketing Communications, Social Media Marketing, Project Planning, Online Marketing, Project Management, Digital Marketing, Account Management, Management, Integrated Marketing
Education
College for Creative Studies 2008 — 2008
Dual Digital Arts: Print and Web Certificate
Central Michigan University 2005 — 2007
B.S, Business Administration; Organizational Management
Macomb Community College 2000 — 2005
The Taubman Company November 2014 - Present
The Taubman Company April 2013 - Present
ING August 2008 - March 2013
Radish Creative Group 2008 - 2008
Advance Capital November 2004 - November 2007
Skills
Managerial Skills, Staff Supervision, Financial Analysis, Financial Reporting, Accounting, Budgets, Financial Forecasting, Financial Audits, Financial Statement..., Account Reconciliation, Financial Modeling, Microsoft Excel, Microsoft Office, Data Analysis, Budget Monitoring, Mutual Funds, Real Estate, Real Estate Economics
Education
Walsh College 2007 — 2010
MBA, Masters of Business Administration
Michigan State University 2000 — 2003
BA, Finance
Advance Capital April 2010 - Present
Wells Fargo Advisors February 2008 - April 2010
Century Federal Credit Union 2003 - 2005
Skills
Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investment Advisory, Wealth Management, Retirement, 401k, Financial Planning, Finance, Financial Advisory, Investments, Insurance, Securities, Strategy, Employee Benefits, Wealth, Small Business, Financial Planners, Valuation, Mutual Funds, Banking, IRAs, Series 7, Series 63, Fixed Annuities, Uniform Combined State..., Life Insurance, Series 6, Series 65, Long Term Care Insurance, Long-term Care, Asset Allocation
Education
College of Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, CRPC(r), Retirement Planning
The University of Akron 2000 — 2004
B.A., Marketing Management
Advance Capital 2011 - Present
Integrated Payments Solutions January 2008 - January 2009
Progrexion 2007 - 2008
Skills
Affiliate Management, Lead Generation, Strategic Partnerships, Affiliate Marketing, Strategic Planning, Marketing Strategy, Team Building, Management, Sales, Leadership, New Business Development, Business Development, Start-ups, Marketing
Education
Brigham Young University 1989 — 1995
BA, German lit and Philosophy
Advance Capital Group, Inc. October 1990 - Present
Advance Capital October 1990 - September 1994
Lexitel Communications November 1982 - October 1990
Digital Signal, Inc. August 1984 - August 1986
Michigan Bell Telephone Co 1974 - 1982
Education
Macomb Community College 1971 — 1971
Summit Media, LLC (formerly Cox Radio, Inc.) October 2014 - Present
Cox Radio, Inc. October 2003 - October 2014
Advance Capital 2002 - 2003
Marietta Pontiac, Buick, & GMC August 2001 - March 2002
Skills
Radio Advertising, Radio, Media Buying, Media Planning, Media Sales, Radio Promotions, Digital Media, Advertising, Digital Marketing, Integrated Marketing, Social Media, Public Relations, Copywriting, Sales, Social Media Marketing, Management, Marketing, Advertising Sales, Public Speaking, Non-profit Boards, Social Networking
Education
Stillman College 1996 — 2001
Bachelor's degree, Marketing Management, 3.1
Advance Capital January 2012 - Present
Advance Capital June 2010 - December 2011
Ameriprise Financial 2005 - June 2010
Skills
Series 7
Education
University of Pennsylvania - The Wharton School 2014 — 2014
FINRA/Wharton Certified Regulatory and Compliance Professional (CRCP) Program
Advance Capital January 2011 - Present
Edward Jones April 2006 - December 2010
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Series 7, Wealth Management, IRAs, 401k Rollovers, Saving for Education, College Savings Plans, 529 Plans
Education
Quinlan School of Business, Loyola University Chicago 2003 — 2006
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accounting
Advance Capital December 2004 - Present
AAM April 2001 - November 2004
Skills
Portfolio Management, Capital, Asset Allocation, Financial Services, Fixed Income, Financial Analysis, Asset Management
Education
University of Michigan 1993 — 1997
BA, Economics