Joseph Whitmer

Office Location

251 North Rose Street
Suite 200
Kalamazoo, MI 49007

Phone: (616) 949-5959
Toll free: (877) 949-5959
Fax: (616) 949-6040

Joseph Whitmer

CFS®

Senior Vice President - Financial Planning

Kalamazoo (Appointment Only)

About Financial Advisor Joseph Whitmer

Joseph Whitmer has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2004. Began his career in the financial services industry in 1999. .
  • Successfully completed the Series 6, 7, 24, and 66 examination(s) administered by FINRA.
  • Earned the Certified Fund Specialist (CFS®) certification(s).
  • Master's degree from Indiana Wesleyan University and Bachelor's degree from Indiana University.
  • Hometown is Fort Wayne, IN.
  • Married to Monica. They have three children: Natalie, Grant, and Meredith.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
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