Michael Wallace

Financial Advisor, CRPC™

Michael (Mike) joined Financial Services of America (FSA) in 1991 after graduating from Michigan State University with a Bachelor of Arts degree in Business. He is a licensed life insurance and annuity agent, as well as a licensed property and casualty agent for the State of Michigan. Mike currently holds many securities licenses including, Series 7, 63 and 24 through AE Financial Services, LLC (AEFS) and Series 65 through FSA Advisors. This allows him to service mutual funds, individual stocks, UITs, REITs, EFTs and bonds. Mike is an Investment Adviser Representative through FSA Advisors, a Registered Representative with AE Financial Services, LLC (AEFS) and is also a Chartered Retirement Planning Counselor™, CRPC™ professional through the College for Financial Planning.

Mike has been nationally recognized by several companies for his work in the financial industry. He is involved with two national groups of top independent advisors who share ideas about how to best serve their clients. He has done numerous hours of training in tax management and works closely with estate and elder law attorneys across Michigan.

With nearly 30 years of experience, Mike has a wealth of financial knowledge. He is passionate about helping his clients accomplish their financial, insurance, legacy, and tax goals. For Mike, it is important to help create and implement a sound financial plan that are designed to help his clients pursue their specific financial goals and objectives.

In his free time, Mike will be found spending time with his wife and watching his children’s various sports, music, and school activities. He is an avid sports fan and enjoys traveling and playing golf.

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