Bill Kumm is co-founder and senior partner of Financial Independence LLC.
is responsible for developing and implementing investment strategies for individuals, business owners and corporations.
is also involved in overseeing the administration of the office and the recruitment and development of key employees and associates.
After financing his college education and graduating from Central Michigan University in 1987 with a major in Finance, Bill moved directly into the financial services industry.
association with a Wall Street investment firm and two large full-service investments and insurance firms, Bill
received extensive training in the areas of investment, insurance, business, and estate planning.
The training was both on-the-job and in special company sponsored training programs.
Before deciding to work with an independent Broker/Dealer, Bill held the position of Investment Specialist at New England Securities where he provided training and supervised the production of the other representatives in the office.
Since 1993, Bill
has been lecturing and educating groups on the subject of financial management for many corporations, colleges, and non-profit organizations.
Bill is a Registered Representative and Investment Adviser Representative of National Planning Corporation registered to sell mutual funds, stocks, bonds, variable contracts, and other financial products.
is also licensed by the State of Michigan to sell annuities and life, health, and disability income insurance.
He is a member of the Financial Planning Association.
To contact Bill
, please call Malissa at 248-594-8112.