Michael Kortfelt
Senior Manager-Senior Wealth Advisor at Charles Schwab | Indianapolis, Indiana, United States
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Senior Manager-Senior Wealth Advisor at Charles Schwab in June 2014 to Present
Vice President, Financial Consultant at Flagstar Bank Investment & Insurance in January 2012 to June 2014
Vice President, Senior Wealth Management Consultant at FirstMerit Bank Investment Center (formerly Citizens Bank) in January 2010 to January 2012
Vice President, Senior Investment Executive/ Wealth Management at Fifth Third Bank/ Fifth Third Securities in January 2006 to January 2009
Vice President, Retail Investment Officer at PNC Bank/ PNC Investments (formerly National City Bank) in January 2003 to January 2006
Financial Advisor, Certified Financial Manager at Merrill Lynch in January 1999 to January 2003
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Oakland University, Certificate in Personal Financial Planning
Michigan State University - The Eli Broad Graduate School of Management, Bachelor of Arts
Yale School of Management, Executive Education
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Wealth Management
Investments
Insurance
Alternative Investments
Retirement
Portfolio Management
Financial Planning
Fixed Income
Equities
Asset Management
Asset Allocation
Estate Planning
Risk Management
Investment Advisory
Investment Strategies
401k
Private Equity
Series 7
Series 24
Series 63
Series 65
Insurance License
Asset Managment
Banking
Cash Management
Employee Benefits
Finance
Financial Advisory
Financial Analysis
Financial Risk
Financial Services
Mutual Funds
Relationship Management
Strategic Financial Planning
Securities
Wealth Management Services
Succession Planning
Retirement Planning
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Discover more about Charles SchwabWhat is Michael Kortfelt email address?
Email Michael Kortfelt at [email protected], [email protected] and [email protected]. This email is the most updated Michael Kortfelt's email found in 2026.
What is Michael Kortfelt phone number?
Michael Kortfelt phone number is 2488812023.
How to contact Michael Kortfelt?
To contact Michael Kortfelt send an email to [email protected], [email protected] or [email protected]. If you want to call Michael Kortfelt try calling on 2488812023.
What company does Michael Kortfelt work for?
Michael Kortfelt works for Charles Schwab
What is Michael Kortfelt's role at Charles Schwab?
Michael Kortfelt is Senior Manager-Senior Wealth Advisor
What industry does Michael Kortfelt work in?
Michael Kortfelt works in the Financial Services industry.
Michael Kortfelt Email Addresses
Michael Kortfelt Phone Numbers
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