Grand Rapids, MI – MaxWealth Management, located at Lake Michigan Credit Union, is pleased to announce the hiring of Daniel Cook as LPL Financial Advisor for the Grand Rapids area.
Daniel joins MaxWealth Management having most recently worked as an investment professional for JP Morgan Securities. He earned his B.B.A. from Grand Valley State University.
On joining Maxwealth Management, Cook commented, “Wealth planning is one of the most important things an individual or family will do, and I am excited to be a part of that journey. I was drawn to MaxWealth Management because of its hands-on, client-centered approach. Its association with LMCU reinforces that we are focused on treating our clients like neighbors and not numbers.”
Kristy Kemnic-Nicol, Vice President of Max Wealth Management, commented, “Daniel brings a great deal of enthusiasm and passion to the MaxWealth Management team. He is focused on helping his clients and on building long-term relationships to help them perserve their financial futures. We are excited to have him join the Grand Rapids office.”
Daniel lives in Wyoming, Michigan.
About MaxWealth Management Located at Lake Michigan Credit Union
MaxWealth Management Located at Lake Michigan Credit Union serves more than 55 Lake Michigan Credit Union locations, including 11 in southwest Florida. Apart from utilizing several leading investment vehicles on the market today, MaxWealth Management Located at Lake Michigan Credit Union also associated with LPL Financial, the nation’s leading independent broker-dealer,* to provide a vast array of professionally managed investment opportunities. MaxWealth Management LPL Financial Advisors provide objective financial guidance to hundreds of families throughout Michigan and southwest Florida seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2020.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by the NCUA or Any Other Government Agency.||Not Lake Michigan Credit Union Guaranteed.||Not Lake Michigan Credit Union Deposits or Obligations.||May Lose Value.|
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