Kurtis Beethem, AIF®

Kurtis Beethem, AIF®

Vice President, Retirement Plan Services

Kurtis obtained his Bachelor of Arts degree from the Eli Broad College of Business at Michigan State University and has worked at  InvestWise Financial since 2010.

As Vice President of Retirement Plan Services, Kurtis works with individuals helping them in areas such as retirement planning, college funding, insurance, investments, and asset allocation. He meets with clients to review their current financial situation and discusses long and short-term objectives. He will then analyze the information to determine which are appropriate for their situation and tailor a plan specifically to help meet their financial needs and goals. Finally, after plan is implemented, Kurtis meets with them on a regular basis to uncover any changing needs they may have and to adjust their investments accordingly.

He currently holds his Series 7 & 66. Kurtis attained the AIF® credential in 2015. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology.

Phone 248.594.7020 or 866.594.0303