Midwest Capital Advisors

Description

Address: 3001 Orchard Vista Dr SE Ste 200, Grand Rapids, MI 49546 Hours: Closed ⋅ Opens 9AM Mon Friday9AM–4:30PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (616) 454-9600Category: Website: : Place name: : : : : : Website: http://www.midwestcap.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Midwest Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Midwest Capital Advisors Unable to add this file. Please check that it is a valid photo. "Fee-Only Financial Planning, Wealth Management, Retirement Plan Services" Latest PostsPosts from Midwest Capital Advisors View previous posts on Google

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Midwest Capital Advisors Employees

Employee
Years
Job
Industry
Hank Swain Hank Swain Greater Grand Rapids, Michigan Area Details
Hank Swain's Midwest Capital Advisors Experience 2005 - Present
Job COO at Midwest Capital Advisors
Industry Financial Services
Experience
Midwest Capital Advisors   2005 - Present

Skills
Investment Management, Asset Management, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Fixed Income, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies

Education
University of Michigan Business School
BBA with distinction, Business

University of Colorado at Boulder
JD, Law

Sean H. Heyboer Sean H. Heyboer Los Angeles, California Details
Sean H. Heyboer's Midwest Capital Advisors Experience 2009 - 2010
Job Business Development Inside Sales Velocify
Industry Marketing and Advertising
Experience
Velocify  2014 - Present
Freelunchfriday.com   2012 - Present
Goldline International, Inc  2013 - 2014
ThinkTables.com   2011 - 2014
Self Employed  2010 - 2014
ScoreBig.com   2011 - 2012
Midwest Capital Advisors   2009 - 2010
Great Lakes Narrowcast Inc.   2008 - 2009
Cintas  2007 - 2008
Merrill Lynch  2007 - 2007

Skills
Digital Marketing, Start-ups, Social Media Marketing, Marketing, Social Media, Entrepreneurship, Social Networking, Online Marketing, Marketing Strategy, Advertising, Online Advertising, Brand Development, Salesforce.com, Business Development, Digital Media, Strategic Partnerships, Sales, SEO, Email Marketing, Marketing Communications, Market Research, Account Management, Facebook, Digital Strategy, SEM, B2B, New Business Development, Entrepreneur, Direct Marketing, Lead Generation, E-commerce, Analytics, Product Marketing, Direct Mail, Social Responsibility, Google Adwords, Website Development, Brand Awareness, Marketing Management, SaaS, Sales Management

Education
Grand Valley State University   2003 — 2008
BBA, Finance / Marketing

Grandville High School   1999 — 2003

Alexander Pratt Alexander Pratt Chicago, Illinois Details
Alexander Pratt's Midwest Capital Advisors Experience January 2012 - April 2012
Job Benefits Analyst at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial  January 2014 - Present
HealthCare Appraisers, Inc.   June 2012 - December 2013
Midwest Capital Advisors   January 2012 - April 2012
Chemical Bank  August 2011 - January 2012
UBS  May 2011 - September 2011
Independent Bank  May 2009 - August 2010

Skills
Financial Analysis, Financial Statements, Credit Analysis, Financial Modeling, Investments, Banking, Valuation, Credit, Microsoft Excel, Accounting

Education
Grand Valley State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.5

Dewitt High School

Malinda Petersen Malinda Petersen Grand Rapids, Michigan Details
Malinda Petersen's Midwest Capital Advisors Experience July 2014 - Present
Job Client Services Liaison at Midwest Capital Advisors
Industry Higher Education
Experience
Midwest Capital Advisors   July 2014 - Present
Stanford Graduate School of Business  August 2007 - Present
Grand Rapids Civic Theatre  December 2000 - Present
Grand Valley State University  January 2009 - April 2014
Grand Rapids Civic Theatre  June 2013 - September 2013
MP Talent Management Group LLC   June 2009 - March 2013
Kids' Food Basket  December 2007 - December 2011
MomsBloom   2009 - 2009
The Open University  February 2007 - May 2007
Grand Rapids Children's Museum  December 2000 - July 2005

Skills
Event Planning, Public Speaking, Editing, Social Media Marketing, Social Networking, Non-profits, Public Relations, Event Management, Copywriting, Blogging, InDesign, Social Media, Marketing, Entertainment, Film, Newsletters, Graphic Design, Budgets, Theatre, Acting, Creative Writing, Magazines, Advertising, Facebook, Press Releases, Creative Direction, Copy Editing, Nonprofits, Music, Sponsorship, Video, Management, Teaching, Media Relations, Entrepreneurship

Education
Drake University   1990 — 1994
B.F.A., Theatre performance

Watertown High School   1988 — 1990
diploma

Clint Curie Clint Curie Portage, Michigan Details
Clint Curie's Midwest Capital Advisors Experience May 2011 - January 2014
Job Contract Analyst at Stryker
Industry Medical Devices
Experience
Stryker  January 2014 - Present
Midwest Capital Advisors   May 2011 - January 2014
Midwest Capital Advisors   January 2011 - May 2011
Menard Inc  March 2007 - May 2011
The Fountains of Bronson Place   November 2006 - May 2008

Skills
Financial Modeling

Education
Grand Valley State University   2008 — 2010
BBA, Finance

Western Michigan University   2006 — 2008
Pre Business Emphasis

Edward Pike Edward Pike Greater Grand Rapids, Michigan Area Details
Edward Pike's Midwest Capital Advisors Experience July 2009 - March 2014
Job Consultant to the Financial Services Industry
Industry Financial Services
Experience
Midwest Capital Advisors   July 2009 - March 2014

Skills
Banking, Account Management, Insurance, Equities, Microsoft Excel, Marketing Strategy, Financial Modeling, Start-ups, Social Media, Marketing Communications, Retirement Planning, Wealth Management, Leadership, Investments

Education
Arkansas State University   1967 — 1971
Bachelor of Science, Marketing

College For Financial Planning
Professional Education Program, Financial Planning

Steve Dunkelberg Steve Dunkelberg Grand Rapids, Michigan Details
Steve Dunkelberg's Midwest Capital Advisors Experience November 2008 - December 2009
Job Financial Analyst
Industry Financial Services
Experience
Fifth Third Securities  May 2013 - January 2015
Merrill Lynch  October 2012 - April 2013
Bar Beverage Control Inc   January 2002 - September 2012
Midwest Capital Advisors   November 2008 - December 2009

Skills
Retirement Planning, Estate Planning, Investments, Financial Planners, Investment Management, Finance, Customer Service, Financial Analysis, Financial Services, Loans, Financial Goals, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Banking, Strategic Planning, Customer Relations

Education
Aquinas College   2001 — 2002
Master of Education (M.Ed.) (purposely stopped one class short of degree), Secondary Level State of Michigan Education and Teaching Certificate

Michigan State University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General

Rachel Wanty Rachel Wanty Grand Rapids, Michigan Details
Rachel Wanty's Midwest Capital Advisors Experience May 2008 - August 2008
Job Art Director at Authenticity Marketing Group
Industry Entertainment
Experience
Authenticity Marketing Group   June 2014 - Present
TODAY Show/ Style Editor Bobbie Thomas   May 2012 - August 2012
Emma Graham Designs  January 2012 - April 2012
Thousand Oaks Golf Club  May 2010 - August 2011
Midwest Capital Advisors   May 2008 - August 2008

Skills
Advertising, Entertainment, Public Speaking, Business Development, Microsoft Office, Adobe Design Programs, Marketing, Social Media Marketing, Entrepreneurship, Organizational..., Teamwork, Goal Oriented, Project Management, Event Planning, PowerPoint, Social Networking, Customer Service, Microsoft Excel, Microsoft Word, Management

Education
Michigan State University   2010 — 2014
Bachelor of Advertising

Michigan State University   2009 — 2014
Creative Advertising, College of Communication Arts and Sciences, Advertising and Marketing

Michelle Vogel Michelle Vogel Grandville, Michigan Details
Michelle Vogel's Midwest Capital Advisors Experience November 2010 - May 2014
Job Senior Analyst at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan  July 2015 - Present
Berends Hendricks Stuit Insurance Agency  May 2014 - July 2015
Midwest Capital Advisors   November 2010 - May 2014
MEBS   November 2005 - November 2010

Skills
457 Plans, 401k, Retirement Planning, Retirement, Leadership, IRAs, 401k Rollovers, Money Purchase, Asset Allocation, Portfolio Management, Asset Management

Education
Grand Valley State University   2003 — 2005

Montana State University-Billings   2002 — 2003

Athens MI

Jeff Gietzen Jeff Gietzen Glen Arbor, Michigan Details
Jeff Gietzen's Midwest Capital Advisors Experience January 2004 - Present
Job Retailing
Industry Retail
Experience
Northwoods Hardware   July 2010 - Present
Midwest Capital Advisors   January 2004 - Present
Essence Restaurant Group   September 1995 - Present
D&W Food Centers  January 1975 - January 2004

Skills
Social Media, Account Management, Small Business, Sales, Fundraising, Public Relations, Real Estate, Marketing Communications, Mergers, Insurance, Non-profits, Marketing Strategy, Start-ups, Negotiation, Banking

Education
Aquinas College   1977 — 1982
Business

Forest Hills Central   1970 — 1975