Cassandra Beardslee, financial advisor Troy MI
93 score

Cassandra Beardslee

CRD Number: 6219663
Current Firm: Mkd Wealth Coaches, LLC

Cassandra Beardslee (CRD# 6219663) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Troy, MI and has over 4 years of experience in the finance industry. Cassandra Beardslee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mkd Wealth Coaches, LLC Troy, MI Jul 2017 - Current < 1
Mkd Wealth Coaches Auburn Hills, MI Aug 2016 - Jul 2017 < 1
Ubs Financial Services, Inc. Troy, MI Sep 2015 - Jul 2016 < 1
Ubs Financial Services, Inc. Troy, MI Jul 2013 - Sep 2015 2
Bloomberg LP New York, NY Mar 2011 - Jun 2013 2
University Of Michigan Flint, MI Aug 2010 - Dec 2010 < 1
Warwick Hills Gold & Country Club Grand Blanc, MI May 2010 - Dec 2010 < 1
Michigan State University East Lansing, MI Aug 2006 - May 2010 3
Warwick Hills Golf & Country Club Grand Blanc, MI May 2009 - Aug 2009 < 1
Warwick Hills Golf & Country Club Grand Blanc, MI Jul 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Cassandra Beardslee
Phone Number: 248-418-5100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    1,358
    ACCOUNTS
  • Average Account Value
    $129,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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