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Joe Theisen
Directeur Général chez
Advance Capital Management, Inc.
Profil
Mr. Joseph R.
Theisen, CPA, is a Chief Executive Officer at Advance Capital Management, Inc. and Advance Capital Group, Inc. He has overall operational responsibility for the firm in addition to managing the financial professionals.
He joined Advance Capital in 2000.
He is active with the Michigan Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
He has served in his current role with Advance Capital Services since 2012.
Prior to joining the firm, Mr. Theisen was the CFO of Detroit Edge Tool Company and Cardinal Automotive.
He is a graduate of the University of Michigan-Dearborn with a degree in Business Administration and a major in Accounting, he received his degree in 1984.
Postes actifs de Joe Theisen
| Sociétés | Poste | Début |
|---|---|---|
Advance Capital Management, Inc.
 Advance Capital Management, Inc. Investment ManagersFinance ACM’s services are generally limited to advice and recommendations on those securities for which fees are charged, and recommended securities are generally limited to mutual funds and ETFs. In certain situations, they may provide investment advice on a range of securities beyond mutual funds and ETFs. These securities may include exchange listed and over-the-counter securities, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities and US Government securities. The firm’s Investment Committee screens virtually all open end mutual funds and ETFs with respect to such criteria as fund ratings, risk-adjusted performance, fund size, manager tenure and availability of the fund to new investors. | Directeur Général | 01/01/2012 |
Advance Capital Group, Inc.
 Advance Capital Group, Inc. Investment ManagersFinance Provides investment advisory services | Directeur Général | 01/01/2012 |
Formation de Joe Theisen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Advance Capital Management, Inc.
Advance Capital Management, Inc. Investment ManagersFinance ACM’s services are generally limited to advice and recommendations on those securities for which fees are charged, and recommended securities are generally limited to mutual funds and ETFs. In certain situations, they may provide investment advice on a range of securities beyond mutual funds and ETFs. These securities may include exchange listed and over-the-counter securities, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities and US Government securities. The firm’s Investment Committee screens virtually all open end mutual funds and ETFs with respect to such criteria as fund ratings, risk-adjusted performance, fund size, manager tenure and availability of the fund to new investors. | Finance |
Advance Capital Group, Inc.
Advance Capital Group, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
