Jim McQueen, owner and financial advisor, has been working with individuals and businesses in the area for over 20 years.
He began his training by attending Central Michigan University where he majored in Finance with a focus on Personal Financial Planning.
Jim started his career with a small regional firm where he initially became registered and licensed to offer securities investments and insurance in 1997. He learned the basics of the investment industry and how to decipher client needs. Jim advanced his path when he joined a large, national, full service investment company. Here he expanded his saving plan and investment comprehension in almost a decade of service. Through experience he realized that there were more options available to his clients, than those offered at that firm. Advancing his expertise, Jim decided that his clients deserved more options and a more personalized approach.
Lapeer Financial began in 2006 when Jim became an independent advisor. He made this decision in order to offer a broader array of investment options and services to clients. Being independent provides increased access to quality investments through the additional selling agreements available through the independent channel, while still allowing local face to face access.
Jim holds Series 6, 7, 24, 63, and insurance licenses. Continuing education is completed annually for firm element, every 2 years for insurance, and every 3 years for securities. Learning and remaining current on industry circumstances are important to guide clients appropriately.