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Biel Investment Management

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Qualifications

Professional man with laptop in a law library setting

Industry Licenses:

  • FINRA Series 6 (Investment Company Products/Variable Contracts)

  • FINRA Series 63 (Uniform Securities State Law)

  • FINRA Series 7 (General Securities Representative)

  • FINRA Series 24 (General Securities Principal)

  • FINRA Series 66 (Investment Advisor Representative)

  • State Insurance Licenses (Life, Disability, Variable, Property and Casualty)

Designations Earned Through the College for Financial Planning:

  • AAMS® (Accredited Asset Management Specialist)

  • AWMA® (Accredited Wealth Management Advisor)

  • CRPC® (Chartered Retirement Planning Counselor)

Education:

  • B.S., Mid-America Christian University

  • M.A., Eastern Washington University

AAMS Accredited Asset Management Specialist logo
AWMA Accredited Wealth Management Advisor logo
CRPC Chartered Retirement Planning Counselor logo
CRPC Chartered Retirement Planning Counselor logo
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck