Mike Kasecamp, CPFA, QKA

Mike Kasecamp, CPFA, QKA

Account Representative - Thrift Savings Plan

Followers of Mike Kasecamp, CPFA, QKA1000 followers
location of Mike Kasecamp, CPFA, QKAColumbia, Maryland, United States

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  • Timeline

  • About me

    President, Trust & Wealth Services at CNB Bank Inc. *LPL Financial Advisor

  • Education

    • West Virginia University

      2003 - 2004
    • Frostburg State University

      2004 - 2008
      Bachelor of Science Business Administration - Financial Management
  • Experience

    • InfoSpherix

      Feb 2007 - Apr 2009
      Account Representative - Thrift Savings Plan
    • Dewitt Tax Service

      Jan 2008 - Apr 2011
      Tax Consultant

      Responsible for analyzing and preparing tax returns for individuals and businesses.

    • CBIZ

      Mar 2009 - Jan 2020
      Retirement Plan Sales Consultant

      CBIZ provides independent, objective fiduciary consulting services to thousands of business owners throughout the US. We do not believe in "off the shelf" solutions; you deserve better. That's why each CBIZ retirement program is custom-tailored for our clients' unique business goals and employee needs. Before we begin developing a plan for you, our team of professionals gains a thorough understanding of the market and your specific needs. This enables us to deliver the best retirement plan for you and your employees. With CBIZ, your retirement plan just got easier. Show less

    • CNB Bank Inc.

      Jan 2020 - now
      President, Trust & Wealth Services
    • CNB Wealth Advisors

      Mar 2020 - now
      LPL Financial Advisor

      *Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CNB Bank CNB Investment & Planning Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CNB Investment & Planning Services and may also be employees of CNB Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CNB Bank or CNB Investment & Planning Services. Securities and insurance offered through LPL or its affiliates are: • Not by FDIC or Any Other Government Agency • Not Bank Not Insured Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor (CPFA)

      American Society of Pension Professionals & Actuaries (ASPPA)
    • Qualified 401(k) Administrator (QKA)

      American Society of Pension Professionals & Actuaries (ASPPA)
    • Registered Investment Advisor Representative

      FINRA
    • Series 6

      FINRA
    • Series 63

      FINRA
    • Series 65

      FINRA
    • Life & Health Insurance License

      State of Maryland
      Sept 2011
  • Honors & Awards

    • Awarded to Mike Kasecamp, CPFA, QKA
      2019 Top Retirement Plan Advisors in the Country Under 40 American Retirement Association & National Association of Plan Advisors Feb 2019
    • Awarded to Mike Kasecamp, CPFA, QKA
      2018 Top Retirement Plan Advisors in the Country Under 40 American Retirement Association & National Association of Plan Advisors Jun 2018
    • Awarded to Mike Kasecamp, CPFA, QKA
      2017 NAPA Top Retirement Plan Advisors in the Country Under 40 American Retirement Association and The National Association of Plan Advisors Feb 2017 FOR IMMEDIATE RELEASE:NAPA Unveils 2017 Class of “Young Guns”, the Top Retirement Plan Advisors Under 40ARLINGTON, VA, (Feb. 22, 2017) - The National Association of Plan Advisors (NAPA) is pleased to acknowledge Mike Kasecamp of CBIZ Retirement Plan Services as one of NAPA’s 2017 Top Retirement Plan Advisors Under 40.Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based… Show more FOR IMMEDIATE RELEASE:NAPA Unveils 2017 Class of “Young Guns”, the Top Retirement Plan Advisors Under 40ARLINGTON, VA, (Feb. 22, 2017) - The National Association of Plan Advisors (NAPA) is pleased to acknowledge Mike Kasecamp of CBIZ Retirement Plan Services as one of NAPA’s 2017 Top Retirement Plan Advisors Under 40.Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry. “In a vibrant and growing industry, this ’next generation’ of retirement plan advisors has already made significant contributions,” observes Nevin Adams, NAPA’s Chief of Marketing & Communications, and editor-in-chief of NAPA-Net. “We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts.”The Top Retirement Plan Advisors Under 40 will be featured in the Summer issue of NAPA Net the magazine, and honored at the 2017 NAPA 401(k) Summit.About NAPA: The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors, and is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to empower retirement plan professionals who are dedicated to building a better retirement for Americans. More information about NAPA is available at napa-net.org. Additional information about the NAPA 401(k) Summit is available at www.napasummit.org. Show less