Ken Bieri CFP® CPFA®
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.
Western Michigan University, BS Finance
FINRA: Series 7, 63, 65
Life\Accident and Health\Casualty\Property\Variable Annuity
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