Michael Michlitsch

Sales Manager

1000 followers

St Paul, Minnesota, United States

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Timeline
About me
Vice President at Valmark Financial Group
Education
- Institute of Business and Finance
  2005 - 2009
  CFS, CIS, CES, CAS, CTS Financial Services
- Bethany Lutheran College
  1999 - 2002
  Bachelor's degree Marketing, Management
  Activities and Societies: Founder, Bethany Business Club
- University of St. Thomas - Opus College of Business
  -
  Master of Business Administration (MBA) Marketing and Management 2015
Experience
- Ameriprise Financial
  Jan 2004 - Jan 2007
  Sales Manager
  Sales management
- M. A. Management Group, LLC.
  Aug 2004 - now
  Business Owner
  Real estate investment and management company
- Woodbury Financial Services
  Oct 2007 - Oct 2012
  Senior Training Manager
  Woodbury Financial Services, Inc.Member FINRA, SIPC and Registered Investment Adviser
- The Hartford
  Oct 2007 - Oct 2012
  Senior Field Trainer
- Securian Financial Group
  Oct 2012 - May 2016
  Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC.
  - Manager, Practice Development
    Oct 2014 - May 2016
  - Sr. Practice Development Consultant
    Oct 2012 - Oct 2014
- Valmark Financial Group
  May 2016 - now
  As Director of the Policy Management Company, Michael Michlitsch leads the growth and development of the Policy Management Company as a valuable resource for Valmark Member Firms and individual clients. For over 16 years, Michael has worked closely with financial advisors to better serve the needs of their clients. His technical knowledge and financial education is complemented with experience managing insurance and investment portfolios. Michael received an MBA from the University of St. Thomas, has earned numerous financial services professional designations and holds FINRA Series 7, 66 and 24 licenses. Show less
  - Vice President, InForce Insurance Solutions
    Jun 2019 - now
  - Director, Policy Management Company
    May 2016 - May 2019
Licenses & Certifications
- Associate, Customer Service (ACS)
  LOMA
  Jul 2018
- Associate, Life Management Institute (ALMI)
  LOMA
  Aug 2016
- Series 7, 66, 24
  Financial Industry Regulatory Authority (FINRA)
- Certified Financial Fiduciary® (CFF)
  National Association of Certified Financial Fiduciaries
  Feb 2020
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  State of Minnesota
- Certified Funds Specialist (CFS)
  Institute of Business & Finance
  Jan 2005
- Wealth Management Specialist (WMS)
  Kaplan University
  Jan 2003
- Fellow, Life Management Institute (FLMI)
  LOMA
  Jun 2022
- Certified Professional SalesPerson (CPSP)
  NASP - National Association of Sales Professionals
  Feb 2019
- Chartered Retirement Planning Counselor (CRPC)
  College for Financial Planning
  Jan 2006
Honors & Awards
- Awarded to Michael Michlitsch
  LIMRA Rising Star of Innovation LIMRA Jul 2018 Rising Star of Innovation - https://www.limra.com/Posts/PR/News_Releases/LIMRA_Announces_2018_Rising_Stars_of_Innovation_Under_40.aspx