Advisor at Mid Michigan Insurance and Financial Services LLC
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Firm
Mid Michigan Insurance and Financial Services LLC
Location
Bay City, MI 48706
Credentials
Series 63, Series 65
Industry experience
8 years
Erik Thompson is a financial advisor at Mid Michigan Insurance and Financial Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life Securities Inc and Banker's Life and Casualty since 2011. In addition to his advisory role, Thompson serves as a branch manager, overseeing insurance sales and training new agents. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm offers written financial plans, consultations, managed model-portfolio solutions through third-party managers, and life insurance and annuity products, primarily operating on a non-discretionary basis.
Based on Mid Michigan Insurance and Financial Services LLC
Based on Mid Michigan Insurance and Financial Services LLC
Fixed fee for financial planning and consulting services ranges from $0 (or waived) up to $10,000
Investment adviser representatives also act as insurance agents and receive commissions for insurance and annuity products
Hourly fee for financial planning and consulting services ranges from $0 (or waived) up to $500 per hour
Account minimum: $100 minimum platform fee may be passed on to client Minimum fee: Platform provider may impose a minimum fee of $100.00 per account Fee-only: Financial planning and consulting services offered under hourly fees up to $500/hour and fixed fees up to $10,000
815 E Midland St Suite 2
Bay City, MI 48706
Michigan
Bankers Life Securities Inc
2016 - Present (10 years)
Banker's Life and Casualty
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Freeland, MI
Reitz Capital Advisors LLC
Series 66
Bay City, MI
Recker Financial LLC
ChFC®, Series 63
Bay City, MI
Professional Analysts, LLC
Series 65
Bay City, MI
Brown Financial Planning LLC
CFP®, Series 65
Bay City, MI
Brown Financial Planning LLC
ChFC®, Series 63, Series 65
Saginaw, MI
Great Lakes Retirement Solutions, Inc.
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