The Firm

Brent J. Mowinski is a graduate of Central Michigan University with a Bachelor's degree in Secondary Education, Masters degree in Educational Administration, and is a CERTIFIED FINANCIAL PLANNER™,professional.  Brent is Series 6, Series 7, Series 63, and Series 65 registered through LPL Financial, and carries a Life and Health insurance license in the State of Michigan.  Brent taught and coached for four years before deciding to help people with their financial and insurance needs.  Brent has been a financial professional since 2008, where he began his career with Prudential.  Brent decided in February 2010 to be an  Investment Adviser Representative and open up his own firm.  The move allows Brent to offer his clients an open investment platform and competitive insurance products.  He stays current with many continuing education seminars and is very passionate about helping his clients properly allocated for their financial future.

Brent is a member and past President of the Shiawassee-Owosso Kiwanis, Member and past Ambassador and  Ambassador President of the Shiawassee Regional Chamber of Commerce, Respite Volunteers of Shiawassee board member, and founder/member of Looking Glass Whitetail Management Co-op.   Brent enjoys fishing, deer hunting, golfing, working out, and playing/watching sports.  

 

CFP Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

 

Brent serves as President of the Shiawassee-Owosso Kiwanis, an Ambassador and past Ambassador President of the Shiawassee Regional Chamber of Commerce, a member of the Shiawassee River Branch of the Quality Deer Management Association, and a member of Owosso Country Club.