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Michael Alan Konzen CFP®

Michael Alan Konzen CFP®

Senior Investment Specialist

Followers of Michael Alan Konzen CFP®353 followers
location of Michael Alan Konzen CFP®Greater Houston

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  • Timeline

  • About me

    Private Wealth Manager at Creative Planning Inc.

  • Education

    • University of Iowa

      -
      Bachelor's degree Economics

    • University of Iowa

      1995 - 1999
      Bachelor of Arts (BA) Economics

  • Experience

    • American Century Investments

      Jan 2008 - Jan 2015
      Senior Investment Specialist

    • Creative Planning Inc.

      Jan 2015 - now

      • Private Wealth Manager

        Oct 2015 - now

      • Financial Planner

        Jan 2015 - now

  • Licenses & Certifications

    • APMA - Accredited Portfolio Management Advisor

    • CMFC - Chartered Mutual Fund Counselor

    • Certified Financial Planner

      CFP Board