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Michael P. Dow, CLU, ChFC, CPA
Financial Adviser 9000 W. Chester Street Suite 105
Phone: (414)615-4934 Mr. Dow is a financial adviser at Next Level Planning & Wealth Management, an office of MetLife and a financial services representative with MetLife Securities in Milwaukee, Wisconsin. Mike has provided insurance and investment related planning to business owners and professionals in Southeastern Wisconsin for more than twenty two years. Areas of focus include executive benefit planning, business succession, wealth preservation planning and estate planning. Mike received a Bachelor of Science degree in Accounting from Arizona State University. He attained the AICPA’s Personal Financial Specialist (PFS) designation. Mike attained both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, PA. Mike currently serves on the national board of the Society of Financial Service Processionals. Also active in community and civic matters, Mike serves on the boards of the Arthritis Foundation Milwaukee Chapter, Aurora Family Services (AFS)and chairs the AFS Financial Literacy Committee and is Treasurer of Christ the King Lutheran Church in Port Washington, WI. He has authored and co-authored retirement planning related articles for the Milwaukee Business Journal and is a frequent speaker at Marquette Dental School providing disability income and general planning information for the student body and alumni. Mike served in the US Navy from 1966 to 1972 and is a Vietnam Veteran. He resides in Port Washington, WI with his wife Jude (three adult children) and enjoys golf, travel and family. 
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9000 W. Chester Street Suite 105 Phone: (414) 615-4950 |