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Craig A. Platt, CFP,ChFC

M Holdings Securities, Inc.

Financial Planner in Kalamazoo, MI

Address:
244 N Rose St
Kalamazoo, MI 49007
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About Craig A. Platt

Craig Platt is a financial professional at M Holdings Securities, Inc. located in Kalamazoo, Michigan. Craig Platt holds an industry securities registration subject to FINRA oversight having passed securities examinations including S1, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Craig Platt provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Craig Platt
244 N Rose St
Kalamazoo, MI 49007

Phone Number: Click to Show
Website:

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