METIS Investment Strategies since Jan 2010
President
ReviewMy401k.com since Aug 2007
President, Founder
Morgan Stanley Investment Management Jul 2005 - Jun 2007
Advisior
Ameriprise Financial Advisors 2004 - 2005
Financial Advisor
Gulf Drive, Inc. 1981 - 2004
President
Education:
College for Financial Planning 2010 - 2010
CRPSÃÂî, CHARTERED RETIREMENT PLAN SPECIALISTSpecialties include giving advice to corporations and small business, covering all key issues involved in establishing or accessing retirement plans.
University of Wisconsin-Stout 1973 - 1976
B.S., Business Management
Skills:
Retirement Planning Mutual Funds Investments Retirement 401K Investment Strategies Etfs Securities Finance Investment Management Portfolio Management Financial Advisory Bonds Investment Advisory Asset Allocation Estate Planning Series 7 Financial Services Small Business Asset Management Wealth Management Personal Finance Strategic Financial Planning Series 65 Equities Series 63 Insurance Risk Management Alternative Investments Options Iras Erisa Wealth Institutional Investments Investment Products Ira's
Interests:
Exercise Sweepstakes Home Improvement Reading Donor Gourmet Cooking Sports The Arts Golf Home Decoration Cooking Gardening Outdoors Electronics Crafts Music Movies Collecting Kids Automobiles Travel Investing Traveling Sports Memorabilia Collecting
Languages:
English
Certifications:
Chartered Retirement Plans Specialist (Crps) College For Financial Planning Chartered Retirement Plans Specialist (Crps)
Thomas Chipain 1972 graduate of Oak Park River Forest High School in Oak park, IL is on Classmates.com. See pictures, plan your class reunion and get caught up with Thomas and ...