The Mutual Fund Store LLC
Company Profile
Industry:Ret Misc Merchandise, Financial Advisor
Doing business as:The Mutual Fund Store
TMFS Toledo, LLC
Mutual Fund Store
Registration:Sep 1, 2005
Site:mutualfundstore.com
Phone:
Description:Located in suburban Toledo, The Mutual Fund Store in Maumee serves Northwestern Ohio and Southeastern Lower Michigan including the areas of Toledo, Maumee and Perrysburg. Visit with an investment advisor for help with your 401(k) rollover, saving for a child’s education or developing a personalized retirement strategy.
Members (4):Mr. Don Meeker / Owner Phillip Riley / Co-Owner Don Meeker Donald Meeker / Principal, inactive
Licensed:Yes
Categories:Investment Advisory Service, Mutual Funds, Electronic Commerce, Financial Services
Products:Investment Planning
Summary
The professional industries of the organization The Mutual Fund Store Llc are Ret Misc Merchandise, Financial Advisor. The organization The Mutual Fund Store Llc was established on 2005. We have found information about 4 employees who work here. The organization is located at the address 475 W Dussel Dr, Maumee, OH 43537. Call the organization at phones: (419) 897-2222 or (419) 897-2215. To visit the official website of The Mutual Fund Store, please click here.
Who has worked at The Mutual Fund Store LLC
| Position at The Mutual Fund Store LLC | Previous job position | |
|---|---|---|
| Aaron Rich | Client Services MangaerSince Oct 2009 |
S&S Books, LLCAuthor Since Mar 2013 |
| Andrew Thomas | Smart401k Investment AdvisorSince Mar 2013 |
Smart401k, LLCAssociate Representative Dec 2010 - Feb 2013 |
| Cheryl Donovan | Corporate Compliance OfficerSince Jun 2012 Franchise Compliance ManagerMar 2010 - Jun 2012 Compliance ManagerAug 2006 - Mar 2010 Operations ManagerAug 2000 - Aug 2006 Executive Assistant/Operations ManagerAug 1996 - Aug 2000 |
|
| Chris Ishida | Chief of Staff for Office of the CEO/Head of Client ExperienceSince Jun 2012 |
TD AmeritradeChief of Staff for Office of the President May 2008 - May 2012 |
| Crystal Cox | ControllerSince Jul 2008 |
AptuitSenior Manager, Finance Mar 2007 - Jul 2008 |
| Jennifer Elmore | Project SpecialistSince Feb 2013 Project Specialist, Client Account ServicesFeb 2011 - Feb 2013 Client Account ServicesOct 2006 - Feb 2011 Project Specialist, Client Account ServicesSince Feb 2011 |
Fountain View on the PlazaLeasing Consultant Jan 2006 - Oct 2006 |
| Joshua Mckinley | Senior Investment AdvisorSince Nov 2009 |
Internal WholesalerRegional Sales Director Jul 2008 - Nov 2009 |
| Li Yi | Investment Research AnalystSince Feb 2012 |
Federal Reserve Bank of Kansas CityResearch Associate May 2009 - Aug 2011 |
| Nancy Luther | Client Services ManagerSince Sep 2011 |
Fidelis Financial Planning, LLCInvesment Advisor Representative Jan 2008 - Sep 2011 |
| Pamela Keener | Customer Service ManagerSince May 2011 |
AXA Advisors, LLCAdministrative Assistant Jan 2006 - Mar 2011 |
| Patrick Mcgranahan | Trading Support ManagerSince Sep 2006 |
|
| Steve Nykamp, Cfpã® | Financial AdvisorSince Jul 2010 |
Financial Network Investment Corporation, Member SIPC. A Lightyear Capital LLC Company.Financial Planner Aug 2009 - Jul 2010 |
Former Employees
| Position at The Mutual Fund Store LLC | Next job position | |
|---|---|---|
| Ben West | Account ServicesFeb 2009 - Feb 2010 |
TMFS-Houston, LLCSenior Vice President - Investments Since Dec 2012 |
| Brian Quill | Director of Franchise OperationsJan 2007 - Oct 2012 Franchise Relations ManagerJan 2007 - Sep 2010 Manager, Franchise RelationshipsJan 2007 - Jan 2010 |
MBM AdvisorsDirector, Investment Operations Since Nov 2012 |
| Frank Reese | InvestorSince Jan 2009 |
Tropical Smoothie CafePartner Since May 2013 |
| Gregg Eisenstein | Vice President - InvestmentsOct 2012 - Sep 2014 |
Gerstein FisherClient Advisor Since Oct 2014 |
| Heidi Belisle | Consultant - Franchise Development2005 - 2006 |
ValpakFranchise Development Consultant / Senior Marketing Consultant Since Aug 2010 |
| Lindsey Bishop | Advisor AssitantOct 2006 - Mar 2009 Executive AssistantOct 2006 - Mar 2009 |
Trust and Estate Search, LLCSenior Case Manager Since Nov 2011 |
| Matthew Hickes | Senior Vice President - InvestmentsJun 2009 - Jul 2013 Client Services ManagerSep 2006 - Jun 2009 Client Services RepresentativeSep 2006 - Jun 2009 |
Edelman Financial ServicesAssociate Director, Financial Planning Since Jul 2013 |
| Melissa Bennett | Office Assistant Manager/Client Service RepresentativeMar 2005 - May 2005 |
Rosso Accountancy CorporationStaff Accountant Since Jan 2013 |
| Mitchell Kahl | Sr. Vice President-Investments2012 - Apr 2013 Divisional ManagerAug 2012 - Apr 2013 |
PWM Advisory Group, LLC - Private Wealth ManagementInvestment Advisor Since Jun 2013 |
| Philip Hatterman | Producer of The Mutual Fund ShowNov 2002 - Jul 2010 |
Corkscrew AgencyCEO/Agent of Innovation Since Jan 2010 |
| Rachel Kramper | Training ManagerMay 2008 - Feb 2013 |
|
| Sean Hamel | Client Services Manager2003 - 2005 |
BWTP PCDirector of Marketing Since Jul 2013 |
| Stacey Brumley | Executive Assistant2000 - 2008 |
|
| Weslee Hall | Customer Service RepresentativeOct 2008 - Jul 2009 |
Spectrum Financial Alliance Ltd., L.L.CDirector of Business Development Since Jun 2011 |