Advance Capital Management, Inc.
Industry: Company
DescriptionFounded: 1986 Parent organization: Advance Capital Group, Inc. People also search for: Planning Alternatives, Ltd.,
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Advance Capital Management, Inc. Employees
Employee
Years
Job
Industry
Tracy Stocker Tracy Stocker's Advance Capital Management, Inc. Experience May 2014 - December 2014
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Chris Kostiz Chris Kostiz's Advance Capital Management, Inc. Experience May 1993 - Present
Job President at Advance Capital Management, Inc.
Industry Financial Services
Experience
Advance Capital Management, Inc. May 1993 - Present
Education
Wayne State University 1993 — 1996
MBA, Finance
Michigan State University 1986 — 1990
BA, Finance
Advance Capital Management, Inc. May 1993 - Present
Education
Wayne State University 1993 — 1996
MBA, Finance
Michigan State University 1986 — 1990
BA, Finance
Derek VanSolkema Derek VanSolkema's Advance Capital Management, Inc. Experience April 2015 - Present
Job Financial Adviser
Industry Wholesale
Experience
Advance Capital Management, Inc. April 2015 - Present
Securus Payments December 2013 - March 2015
Avion Energy September 2012 - March 2015
GameDay Fusion LLC May 2012 - March 2015
MassMutual Financial Group August 2008 - March 2012
Skills
Sales, New Business Development, Customer Service, Account Management, Retail, Leadership, Social Networking, Marketing, Facebook, Small Business, Cold Calling, Direct Sales, Marketing Strategy, Team Building, Sales Management, Negotiation, Financial Analysis, Pricing, Microsoft Excel
Education
Hope College 2006 — 2008
BA, Management
Eastern Michigan University 2003 — 2006
Marketing/Management
Advance Capital Management, Inc. April 2015 - Present
Securus Payments December 2013 - March 2015
Avion Energy September 2012 - March 2015
GameDay Fusion LLC May 2012 - March 2015
MassMutual Financial Group August 2008 - March 2012
Skills
Sales, New Business Development, Customer Service, Account Management, Retail, Leadership, Social Networking, Marketing, Facebook, Small Business, Cold Calling, Direct Sales, Marketing Strategy, Team Building, Sales Management, Negotiation, Financial Analysis, Pricing, Microsoft Excel
Education
Hope College 2006 — 2008
BA, Management
Eastern Michigan University 2003 — 2006
Marketing/Management
Robert Mills, CAIA's Advance Capital Management, Inc. Experience March 2015 - September 2015
Job Research Analyst at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group September 2015 - Present
Advance Capital Management, Inc. March 2015 - September 2015
Asset Strategies Portfolio Services, Inc.U March 2010 - March 2015
Comerica Bank June 2003 - February 2008
Raymond James 2001 - 2002
Skills
Alternative Investments, Asset Allocation, Due Diligence, Capital Markets, Fund Of Funds, Real Estate, Private Equity, Hedge Funds, Investment Management, Investments, Portfolio Management, Investment Strategies
Education
Oakland University 1996 — 1998
Bachelor of Science, Finance
The Bogdahn Group September 2015 - Present
Advance Capital Management, Inc. March 2015 - September 2015
Asset Strategies Portfolio Services, Inc.U March 2010 - March 2015
Comerica Bank June 2003 - February 2008
Raymond James 2001 - 2002
Skills
Alternative Investments, Asset Allocation, Due Diligence, Capital Markets, Fund Of Funds, Real Estate, Private Equity, Hedge Funds, Investment Management, Investments, Portfolio Management, Investment Strategies
Education
Oakland University 1996 — 1998
Bachelor of Science, Finance
Melanie (Molly) Bascom-Keller Melanie (Molly) Bascom-Keller's Advance Capital Management, Inc. Experience 1994 - 1996
Job Teacher
Industry Primary/Secondary Education
Experience
Berkley Schools July 2015 - Present
Burton Elementary School April 2015 - June 2015
Oakland University 2015 - April 2015
Professional Educational Services Group, LLC 2015 - April 2015
EduStaff August 2012 - December 2014
Scale Distribution, Inc. 2013 - September 2014
PCMI Services - Powered by Willsub 2010 - 2013
Pegasus AnaLytics, LLC 1996 - 1998
Advance Capital Management, Inc. 1994 - 1996
First Michigan Bank 1993 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching Writing, Teaching Reading, Mathematics Education, Smartboard, Promethean Board, Non-profit Volunteering, Elementary Education, Customer Service, Leadership, Writing, Teaching, Nonprofits, Curriculum Design, Curriculum Development, Fundraising, Research
Education
Oakland University 2013 — 2015
Master's Degree, Elementary Education and Teaching
Western Michigan University 1989 — 1993
Bachelor's Degree, Finance, General
Berkley Schools July 2015 - Present
Burton Elementary School April 2015 - June 2015
Oakland University 2015 - April 2015
Professional Educational Services Group, LLC 2015 - April 2015
EduStaff August 2012 - December 2014
Scale Distribution, Inc. 2013 - September 2014
PCMI Services - Powered by Willsub 2010 - 2013
Pegasus AnaLytics, LLC 1996 - 1998
Advance Capital Management, Inc. 1994 - 1996
First Michigan Bank 1993 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching Writing, Teaching Reading, Mathematics Education, Smartboard, Promethean Board, Non-profit Volunteering, Elementary Education, Customer Service, Leadership, Writing, Teaching, Nonprofits, Curriculum Design, Curriculum Development, Fundraising, Research
Education
Oakland University 2013 — 2015
Master's Degree, Elementary Education and Teaching
Western Michigan University 1989 — 1993
Bachelor's Degree, Finance, General
Jared VanDenBerg Jared VanDenBerg's Advance Capital Management, Inc. Experience December 2013 - Present
Job Financial Adviser at Advance Capital Management, Inc.
Industry Financial Services
Experience
Advance Capital Management, Inc. December 2013 - Present
VanDenBerg Ceramic Tile June 2008 - December 2013
Smith Tree Farm November 2008 - December 2012
Big Air Motocross May 2006 - September 2007
Skills
Sales, Financial Analysis, Management, Customer Service, Capital Budgeting, Financial Mathematics, Portfolio Management, Time Value of Money, Creative Problem Solving, Customer Relations, Financial Services, Investments, Retirement Planning
Education
Ferris State University 2011 — 2013
Bachelor's degree, Finance, Investment Concentration
Muskegon Community College 2007 — 2011
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Advance Capital Management, Inc. December 2013 - Present
VanDenBerg Ceramic Tile June 2008 - December 2013
Smith Tree Farm November 2008 - December 2012
Big Air Motocross May 2006 - September 2007
Skills
Sales, Financial Analysis, Management, Customer Service, Capital Budgeting, Financial Mathematics, Portfolio Management, Time Value of Money, Creative Problem Solving, Customer Relations, Financial Services, Investments, Retirement Planning
Education
Ferris State University 2011 — 2013
Bachelor's degree, Finance, Investment Concentration
Muskegon Community College 2007 — 2011
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Dominique Ingram Dominique Ingram's Advance Capital Management, Inc. Experience February 2014 - Present
Job Compliance Administrator at Advance Capital Management, Inc.
Industry Financial Services
Experience
Advance Capital Management, Inc. February 2014 - Present
Advance Capital Management, Inc. August 2013 - January 2014
Skills
Financial Services, Investment Advisory, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Customer Service, Telephone Skills, Time Management, PowerPoint
Education
Baker College of Clinton Township 2013 — 2017
Associate's degree, Legal Assistant/Paralegal, 3.2 GPA
Golightly Career and Technical Center 2003 — 2005
Certificate of Completion, Academy of Finance, 3.0 GPA
Advance Capital Management, Inc. February 2014 - Present
Advance Capital Management, Inc. August 2013 - January 2014
Skills
Financial Services, Investment Advisory, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Customer Service, Telephone Skills, Time Management, PowerPoint
Education
Baker College of Clinton Township 2013 — 2017
Associate's degree, Legal Assistant/Paralegal, 3.2 GPA
Golightly Career and Technical Center 2003 — 2005
Certificate of Completion, Academy of Finance, 3.0 GPA
Sean McDonnell, CFP®, NSSA® Sean McDonnell, CFP®, NSSA®'s Advance Capital Management, Inc. Experience April 2011 - Present
Job Vice President at Advance Capital
Industry Financial Services
Experience
Advance Capital Management, Inc. April 2011 - Present
All Night Entertainment/DJs April 2000 - March 2011
The Quell Group May 1995 - January 2005
Tunes By T September 1995 - April 2000
Skills
Retirement, 401k, Investments, Retirement Planning, Investment Advisory, Mutual Funds, IRAs, Asset Allocation, Securities, Bonds, Estate Planning, Roth IRA, Tax, Stocks, Financial Planning, Finance, Registered Investment..., Broker-Dealer, Traditional IRA, Rollovers, Retirement Savings, Income Tax, Series 6, Series 63, Series 65, Financial Services
Education
Oakland University 2009 — 2010
Personal Financial Planning
Michigan State University 1992 — 1996
Bachelor of Arts, Communications and Public Relations
Athens High 1989 — 1992
Advance Capital Management, Inc. April 2011 - Present
All Night Entertainment/DJs April 2000 - March 2011
The Quell Group May 1995 - January 2005
Tunes By T September 1995 - April 2000
Skills
Retirement, 401k, Investments, Retirement Planning, Investment Advisory, Mutual Funds, IRAs, Asset Allocation, Securities, Bonds, Estate Planning, Roth IRA, Tax, Stocks, Financial Planning, Finance, Registered Investment..., Broker-Dealer, Traditional IRA, Rollovers, Retirement Savings, Income Tax, Series 6, Series 63, Series 65, Financial Services
Education
Oakland University 2009 — 2010
Personal Financial Planning
Michigan State University 1992 — 1996
Bachelor of Arts, Communications and Public Relations
Athens High 1989 — 1992
Jack Bergmann's Advance Capital Management, Inc. Experience March 2014 - May 2014
Job Business Student at University of Miami
Industry Financial Services
Experience
Flagstar Bank June 2015 - August 2015
Lacrosse Camps & Clinics May 2014 - August 2014
Advance Capital Management, Inc. March 2014 - May 2014
Education
University of Miami 2014 — 2018
Bachelor's Degree, Major in Finance & Minor in Computer Science
Detroit Country Day HS 2010 — 2014
High School, College Prep
Flagstar Bank June 2015 - August 2015
Lacrosse Camps & Clinics May 2014 - August 2014
Advance Capital Management, Inc. March 2014 - May 2014
Education
University of Miami 2014 — 2018
Bachelor's Degree, Major in Finance & Minor in Computer Science
Detroit Country Day HS 2010 — 2014
High School, College Prep
Connor Saeli Connor Saeli's Advance Capital Management, Inc. Experience May 2014 - August 2014
Job Private Equity Intern at Transition Capital Partners
Industry Investment Banking
Experience
Transition Capital Partners September 2015 - Present
PNC June 2015 - August 2015
Inwood National Bank February 2015 - May 2015
SMU Student Senate Investment Board September 2014 - May 2015
Advance Capital Management, Inc. May 2014 - August 2014
Skills
PowerPoint, Time Management, Microsoft Word, Microsoft Office, Financial Analysis, Microsoft Excel, Teamwork, Research, Data Analysis, Investments, Critical Thinking, Public Speaking, Finance, Social Media, Leadership
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Finance, General
Transition Capital Partners September 2015 - Present
PNC June 2015 - August 2015
Inwood National Bank February 2015 - May 2015
SMU Student Senate Investment Board September 2014 - May 2015
Advance Capital Management, Inc. May 2014 - August 2014
Skills
PowerPoint, Time Management, Microsoft Word, Microsoft Office, Financial Analysis, Microsoft Excel, Teamwork, Research, Data Analysis, Investments, Critical Thinking, Public Speaking, Finance, Social Media, Leadership
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Finance, General
Kathy Harkleroad's Advance Capital Management, Inc. Experience October 1990 - Present
Job Chief Compliance Officer at Advance Capital Management, Inc.
Industry Financial Services
Experience
Advance Capital Management, Inc. October 1990 - Present
Skills
Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Asset Management, Wealth Management, Retirement Planning, Series 63, Retirement, Marketing Management, Client Services, IT Operations
Education
Oakland Community College 1970 — 1972
Business
Advance Capital Management, Inc. October 1990 - Present
Skills
Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Asset Management, Wealth Management, Retirement Planning, Series 63, Retirement, Marketing Management, Client Services, IT Operations
Education
Oakland Community College 1970 — 1972
Business
Lauren Herzog's Advance Capital Management, Inc. Experience January 2014 - September 2014
Job
Industry Legal Services
Experience
Seaton, Seaton & Dierks, LLP October 2014 - Present
Advance Capital Management, Inc. January 2014 - September 2014
Advance Capital Management, Inc. April 2012 - December 2013
Financial Independence Group L.L.C March 2011 - April 2012
Comerica Bank April 2009 - April 2011
Education
Michigan State University 2003 — 2008
Bachelor of Arts (B.A.), Interdisciplinary Stuides In Social Science: Human Resources and Society
Seaton, Seaton & Dierks, LLP October 2014 - Present
Advance Capital Management, Inc. January 2014 - September 2014
Advance Capital Management, Inc. April 2012 - December 2013
Financial Independence Group L.L.C March 2011 - April 2012
Comerica Bank April 2009 - April 2011
Education
Michigan State University 2003 — 2008
Bachelor of Arts (B.A.), Interdisciplinary Stuides In Social Science: Human Resources and Society
Deloitte
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Ernst & Young
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Procter & Gamble
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EY