Senior Vice President - Financial Planning
Kalamazoo (Appointment Only)
About Financial Advisor
Joseph Whitmer has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.
- 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.
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