Stephanie Trexler, MS, CFP®
Grand Rapids, Michigan, United States
2K followers
500+ connections
About
Stephanie Trexler is a CERTIFIED FINANCIAL PLANNER™ and the founder and owner of Golden…
Services
Activity
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There is no way I am old enough to be a speaker back on campus! The future of financial planning is so bright. Forever Fired Up! 🔥☝🏻
There is no way I am old enough to be a speaker back on campus! The future of financial planning is so bright. Forever Fired Up! 🔥☝🏻
Shared by Stephanie Trexler, MS, CFP®
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Beautiful morning to be on campus for the Central Michigan University Alumni Association Board of Directors meeting! 🔥 ⬆️
Beautiful morning to be on campus for the Central Michigan University Alumni Association Board of Directors meeting! 🔥 ⬆️
Liked by Stephanie Trexler, MS, CFP®
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Repeat after me: There is no pre-determined timeline that you need to get on board with. You are not going too slow. You can take your time. You can…
Repeat after me: There is no pre-determined timeline that you need to get on board with. You are not going too slow. You can take your time. You can…
Liked by Stephanie Trexler, MS, CFP®
Experience
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Education
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Central Michigan University
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Activities and Societies: Alpha Chi Omega, Financial Managment Assocation & Order of Omega
Completion of CFP ® coursework
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Activities and Societies: Kappa Omicron Nu Honors Society
Kansas State University's Masters of Financial Planning degree is a national recognized program. The degree focuses on Advanced Financial Planning and Financial Therapy
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https://www.financialplanningassociation.org/connect/events/residency
Licenses & Certifications
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Series 66
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Issued -
State of Michigan Health, Life & Disability Insurance License
Michigan Department of Insurance and Financial Services
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Volunteer Experience
Publications
Organizations
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Female Advisor Network
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NAPFA
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XY Planning Network LLC
XY Planning Network LLC
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Financial Planning Association
President Elect
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More activity by Stephanie
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𝐃𝐨 𝐲𝐨𝐮 𝐓𝐫𝐮𝐬𝐭 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬? "Plans fail for lack of counsel, but with many advisers they succeed". Proverbs 15:22. The…
𝐃𝐨 𝐲𝐨𝐮 𝐓𝐫𝐮𝐬𝐭 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬? "Plans fail for lack of counsel, but with many advisers they succeed". Proverbs 15:22. The…
Liked by Stephanie Trexler, MS, CFP®
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ALUMNI/STUDENT INVOLVEMENT - WE HAVE IT AT CMU FINANCE! On behalf of Central Michigan University and Central Michigan University College of Business…
ALUMNI/STUDENT INVOLVEMENT - WE HAVE IT AT CMU FINANCE! On behalf of Central Michigan University and Central Michigan University College of Business…
Liked by Stephanie Trexler, MS, CFP®
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