Mike D. Sufficool, CFP® , ChFC®, CLU®
Partner and Certified Financial Plannerâ„¢ Professional at Raistone Wealth Partners, LLC
As a Financial Consultant with Equitable Advisors and an active professional of the Omaha community, I am dedicated to helping individuals and businesses work toward their financial futures.
Likewise, I have had the gratifying opportunity to recruit, train and develop dozens of individuals who have built successful businesses as financial professionals with Equitable Advisors. In order to stay on top of my field and to develop my professional skills, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the :
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant (ChFC) professional designation of the American College
- Chartered Life Underwriter (CLU) professional designation of the American College
- NASD Securities Registrations: General Securities and General Securities Principal
My academic achievements include:
A Bachelor of Science Degree in Marketing and Management from Midland Lutheran College in Fremont, Nebraska.
My education and experience in the financial services industry has fostered my practical approach to offering financial products and planning services to clients. My preferred approach is to review clients' financial goals and investment objectives. Working together, we can then formulate a strategy to help you address those financial goals. Then, as a registered representative of Equitable Advisors, and an insurance agent of an affiliated insurance brokerage, Equitable Network, LLC, I can recommend the appropriate products and services to help execute strategies.
CA Insurance Lic. # 4339356
AR Insurance Lic. # 239698
RaiStone Wealth Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.