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Featured Business Financial Advisor in Troy, MI
Troy Financial Advisors
Strategic Funding Incorporated
100 East Big Beaver, Suite 840
Troy, MI 48083
(248) 619-6050
“"He profits most who serves best." -Arthur F. Sheldon”
Advisor Profile
Dennis Prost
Name:  Dennis Prost
Phone Number:  (248) 619-6050
Website:  Visit Website

About Strategic Funding Incorporated

Active Management is a phrase not heard too often. It means nothing to most people until it?s too late.

Conventional wisdom tells us if we ?Buy and Hold? we will retire rich. We don?t believe this theory and the statistics are on our side.

Rather, we believe in ?Buy and Manage?. We manage the profit or the loss with a focus on capital preservation and growth.

We welcome a Bull Market as enthusiastically as we welcome a Bear Market.

Find out how our strategy can help you navigate these uncertain markets.
 

General Information

Gender:    Male
CRD#:    1983921
States Licensed in:    michigan, ohio, california,
States Willing to do Business in:    michigan, ohio
Years of Experience in Financial Services:    23
Number of Years with Current Firm:    15
Work Experience:    CFP since 1990,use of triggers to buy and sell positions.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
Master of Business Administration - Central Michigan University

Bachelor Degree in Health Services Management ? Ferris State College

Bachelor Degree in Business Administration ? Ferris State College

Certified Financial Planner ? College of Financial Master of Business Administration - Central Michigan University

Bachelor Degree in Health Services Management ? Ferris State College

Bachelor Degree in Business Administration ? Ferris State College

Certified Financial Planner ? College of Financial Planning
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Alternative Investments, Annuities, Mutual Funds, Stocks, Bonds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 6, Series 65, Series 63, Series 26, 62, Series 24, Series 22
Insurance and Annuity Licenses:    Disability, Health, Variable Life, Long Term Care, Variable Annuity, HMO, Life, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    200
Firm's Number of Planning Clients:    100
Firm's Number of Managed Clients:    45
Assets Managed by Firm:    15000
Advisor's Number of Clients:    200
Advisor's Number of Managed Clients:    45
Advisor's Number of Planning Clients:    100
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    50,000
Compensation Methods:    Based on Assets, Commissions
Fee % Based on Assets:    35
 
 
 
Prepared By: Dennis Prost

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