Michael K. Serchen, CFP®, CIMC®
Regional Director Central
Education
University of Wisconsin, B.S. cum laude, Business Administration and Economics, Finance, 1980
CERTIFIED FINANCIAL PLANNER™, 1990
Certified Investment Management Consultant, 2002
Professional Background
1998-Present
Anchor Capital Advisors LLC
1996-1998
Avatar Associates Investment Counsel, VP
1993-1996
Nicholas-Applegate Securities, VP
1992-1993
IASC – RS&A Group, VP
1981-1992
Various positions in financial services industry
Other Associations
Financial Planning Association
Investment & Wealth Institute (formerly IMCA)
Money Management Institute