Mike Rose
Financial Advisor
1718 S. Plate Street
Kokomo, IN 46902
Telephone # 765-450-5075 or
866-661-9873
mrose@citysecurities.com
Michael L. Rose is a financial advisor and consultant with the Private Client Group of City Securities Corporation. Mr. Rose provides wealth management strategies and solutions for high net-worth individuals and families. Affluent clients, entrepreneurs, physicians, attorneys and senior corporate executives have benefitted from his financial planning process.
Mr. Rose’s portfolio management consists of a thorough and continuous understanding of each client’s goals, objectives and risk tolerance levels. Asset allocation and estate consequences are important considerations before any recommendations are made to his clients. Mr. Rose has worked extensively in the areas of education and retirement planning, including responsibility for several corporate 401k platforms. Mr. Rose believes firmly in planning as a means of helping his clients reach their goals and dreams.
Mr. Rose graduated from Purdue University with a bachelor of science degree in 1985 and a master of science degree in 1991. He holds the FINRA Series 7, Series 63 and Series 65 Securities Licenses, as well as the Series 24 Principals License. Mr. Rose resides in Logansport, Indiana, with his wife of 25 years. His son Ryan, is a senior at the U.S. Naval Academy and daughters’ Amanda and Rebecca are students at Purdue.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Mike at 765-450-5075.
Financial Items of Interest