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.

Similar Advisors
Greg Brown, financial advisor Troy MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Similar Advisors
Ryan Fedricks, financial advisor Troy MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Similar Advisors
Paul Fenner, financial advisor Troy MI
Paul Fenner
CRD# 5875945
Tamma Capital LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from Cassandra Beardslee and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.