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.  

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.