With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Joel Mishler, JD has over fourteen years serving clients in the financial planning, retirement, investment, asset protection and estate planning marketplace. In this role, Joel guides clients through defining their investment and retirement objectives; creates and implements appropriate strategies. Through staying current with financial markets, legislative and tax law changes, Joel actively monitors and evolves strategies for his clients.
Joel earned his Juris Doctorate degree from Michigan State University - Detroit College of Law. Joel holds a Bachelors degree from Michigan State University and a Series 7 and Series 66 Securities and Investment Advisory licenses and a Life and Health Insurance license.
In addition, Joel has received the Centurion, Circle of Excellence, and NLF Corporate Awards and is a qualifying member of the Million Dollar Round Table. Joel is a Registered Representative of FNRA and SIPC.
Joel and his family reside in East Lansing.