Mike Converse, CHFC®, CLU®, CRPS®, AIF®
WEALTH MANAGER, RJFS
LICENSED INSURANCE AGENT, KEATING
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About
Mike Converse, CHFC®, CLU®, CRPS®, AIF®
WEALTH MANAGER, RJFS
LICENSED INSURANCE AGENT, KEATING
I believe
My knowledge, communication, and follow-through help clients to feel confident that their personal and professional goals will be achieved.
About Mike
As a Wealth Manager, Mike specializes in the design and implementation of 401(k)/retirement plans, employee retention plans, insurance, and various other benefits. Mike works with a broad spectrum of clients from business owners who want to provide the best possible plans for their employees, to individuals who are thinking about retirement planning. With nearly two decades of experience, Mike is an accomplished professional in wealth management.
Mike attended Kansas State University with a degree in Business Administration. Mike and Stephanie live in Wichita and have a son, Maxton. In his free time, Mike enjoys participating in sporting events with the Young Professional League in Wichita and enjoys participating in the community. He served the Wichita Metro Chamber of Commerce as an Ambassador and was a long-running Board member for Young Professionals of Wichita. Mike has also been honored to serve on the 2019 Raymond James Executive Council.
Mike Converse was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors*.
Raymond James is not affiliated with the above-mentioned organizations. RJ Executive Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in exchange for this award/rating.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.
Converse Financial Services Team are not registered broker/dealers and are independent of Raymond James Financial Services.
DISCLOSURES
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
