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  2. Ken Bieri CFP® CPFA®

Ken Bieri CFP® CPFA®

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Ken Bieri
Financial Advisor
Phone: 
248-216-1731
Mobile: 
248-982-5844
Fax: 
248-509-0710
E-mail: 
kbieri@wealthsfg.com

About

Ken Bieri a seasoned Financial Advisor with a myriad of experience and education.  Ken has 14 years of industry experience, has his Certified Financial Planner (CFP) designation, and recently obtained his Certified Plan Fiduciary Advisor (CPFA) designation. As a former branch manager at a regional financial planning firm, as well as an acting broker at a full service broker dealer, Ken learned the ins and outs of Wall Street and how to use analysts and other sources to make educated decisions around individual securities, ETF’s, Mutual Funds, SMA’s, UIT’s, etc.

If you are in need of a Financial Advisor or second opinion, don’t hesitate to contact Ken. 

Education

Western Michigan University, BS Finance

FINRA: Series 7, 63, 65

Life\Accident and Health\Casualty\Property\Variable Annuity

Hobbies

When not working, he is a parishioner at 242 Church, enjoys fishing and cruising around on his pontoon boat.

Ken’s motto is “work hard, do right by those you serve, smile, and the rest will fall into place!"

Ken Bieri is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.  Dofu 9/2020 3233380

2000 Town Center Suite 1600, 16th Floor
Southfield, Michigan
48075 United States

  •  Tel: 248.509.0709
  •  contact@wealthsfg.com
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Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

2716472 DOFU 01/2020

2000 Town Center, Suite 1600 Southfield, MI 48075

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