Christian R. Benard, CFP®, EA, AIF®
President, Owner, Tax Preparer, Registered Representative & Investment Adviser
Christian Benard CFP®, EA, AIF®:
President, Owner, Tax Preparer, Registered Representative* & Investment Adviser**
Education:
Walsh College Bachelor Of Business Administration – 1996
- Concentration in Finance and attended on academic scholarship and graduated with honors
Professional Experience:
C Kellian International: 1996-2006 – Owner & Partner
Innovative Financial Incorporated: 2006-Present – Founder, Owner & President
M.E. Miller & Associates: 2014– Owner
Qualifications:
Series 7 – General Securities Representative
Series 66 – Investment Adviser Representative (equivalent to both Series 63 & Series 65)
Series 24 – Registered Securities Principal
Michigan Life, Accident, & Health Insurance License***
AIF® - Accredited Investment Fiduciary
Enrolled Agent, enrolled to practice before the I.R.S.****
IRS Annual Filing Season Program Participant
Personal Interests and Community Activities:
Leisure time is spent with his wife and two children, participating in martial arts where he has obtained a third degree black belt and became a ten-time international grand champion, running, investing, reading, enjoying tropical vacations and maintaining an active lifestyle.
Throughout the years he has been involved in several community activities involving Clinton River Cleanup, MS fundraising and organizing and sponsoring St. Judes Children’s Hospital events. Also a major proponent of martial arts and the discipline it provides he directed the children’s program for many years in Utica, Michigan.
Credentials:
BBA with a concentration in finance
Key presenter for Retirement Planning Today course
Licenses and Registrations:
FINRA Series 7 - General Securities Representative registration
FINRA Series 24 - General Securities Principal registration
FINRA Series 66 - Investment Adviser Representative registration (an equivalent of both the FINRA Series 63 and Series 65 securities registrations)
Michigan life, accident, and health insurance licenses
Enrolled Agent: Enrolled to practice before the IRS
*Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. **Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.
***Fixed insurance products and services are separate from and not offered through Cetera.
****Tax preparation and accounting services offered by Innovative Financial. Tax and Accounting services are separate and unrelated to Cetera.