Mike Sufficool, CFP® , ChFC, CLU

Mike Sufficool, CFP® , ChFC, CLU

Financial Consultant

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Phone: 402-392-8406
Fax: 402-397-9573
E-mail:
 

As a Financial Consultant with AXA Advisors, LLC 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 AXA Advisors, LLC. 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 AXA Advisors, LLC, and an insurance agent of an affiliated insurance brokerage, AXA Network, LLC, I can recommend the appropriate products and services to help execute strategies.
 

CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.