Edwin Lic
Wealth Advisor at Airey Financial Group | Grand Rapids, Michigan, United States
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Edwin W Thauer, Lic., is a seasoned Wealth Advisor at Airey Financial Group with a distinguished career spanning nearly five decades in the financial services industry. Since entering the field in 1976, Edwin has developed a comprehensive expertise in retirement planning, estate planning, and investment management, making him a trusted resource for clients seeking tailored financial solutions. His extensive credentials, including the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations through the American College in Bryn Mawr, PA, underscore his deep commitment to professional excellence and ongoing education.
At Airey Financial Group, Edwin plays a pivotal role in designing and implementing holistic financial strategies that encompass investment advisory, business insurance, employee benefits, and personal estate planning. His focus on retirement income strategies and asset management ensures clients are well-prepared for their future financial needs. Edwin’s expertise in securities, annuity sales, and disability income insurance allows him to craft diversified portfolios that balance growth with risk mitigation.
In addition to his technical skills, Edwin actively contributes to the local community as a member of the Grand Rapids Chamber of Commerce, fostering strong professional relationships and staying attuned to economic trends. His role as a Representative and Investment Advisor with OneAmerica Securities, Inc., further enhances his ability to offer clients a broad spectrum of financial products and services. With a client-centric approach, Edwin W Thauer leverages his extensive industry knowledge, investment acumen, and strategic planning skills to help individuals and businesses achieve their financial goals with confidence and clarity.
Wealth Advisor at Airey Financial Group in December 2024 to Present
Financial Advisor at Design Financial Group in July 2022 to December 2024
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Grand Valley State University, August 1978 to August 1980
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Life Insurance
Annuity Sales
Asset Based Long-Term Care
Disability Income Insurance/Income Protection
Financial Services
Retirement Income Strategies
Investments
Investment Strategies
Securities
Variable Products
Retirement Planning
Estate Planning
Asset Management
Financial Planning
Wealth Management
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Discover more about Airey Financial GroupWhat is Edwin W Thauer Lic email address?
Email Edwin W Thauer Lic at [email protected] and [email protected]. This email is the most updated Edwin W Thauer Lic's email found in 2026.
What is Edwin W Thauer Lic phone number?
Edwin W Thauer Lic phone number is 616-957-3380.
How to contact Edwin W Thauer Lic?
To contact Edwin W Thauer Lic send an email to [email protected] or [email protected]. If you want to call Edwin W Thauer Lic try calling on 616-957-3380. (updated on January 09, 2025)
What company does Edwin Lic work for?
Edwin Lic works for Airey Financial Group
What is Edwin Lic's role at Airey Financial Group?
Edwin Lic is Wealth Advisor
What industry does Edwin Lic work in?
Edwin Lic works in the Insurance industry.
Edwin Lic Email Addresses
Edwin Lic Phone Numbers
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