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    Caedmon Meisenheimer

    Business Finance/Marketing Student and Bogey Golfer from the Ladies' Tee

    Caedmon Meisenheimer is the Founder and Financial Advocate at 310 Wealth Planning, LLC, located in the Greater Kalamazoo area.1 He specializes in assisting business owners and young professionals in simplifying their financial situations.1 Meisenheimer designed The Stewardship Method™ to help clients protect and grow their wealth while living a purpose-driven life.1

    Meisenheimer's previous roles include1:

    • Financial Partner/MSRII at First United Credit Union (August 2021 - February 2023)
    • Teller at First United Credit Union (April 2021 - August 2021)
    • Campus Tour Guide at Cornerstone University (November 2020 - January 2022)
    • Zeemee Ambassador at Cornerstone University (September 2020 - January 2022)
    • LinkedIn Manager at Streamline Financial Services (July 2019 - August 2020)
    • Founder's Assistant at Tru-Colour Bandages (September 2014 - August 2020)
    • Guest Services Specialist at KOA Campgrounds (March 2018 - October 2018)

    Meisenheimer earned bachelor's degrees in both Marketing and Business Finance from Cornerstone University (2020-2023).1 He also holds several licenses and certifications1:

    • Digital Marketing Certification from Stukent (December 2021)
    • Series 65 - Uniform Investment Advisor Law Exam from NASAA (January 2023)
    • Accredited Asset Management Specialist (AAMS®) from the College for Financial Planning (March 2023)

    Highlights

    Feb 17 · dfpi.ca.gov
    Directory of State Chartered Credit Unions
    How Two Credit Unions Grew Loan Volume with ITM Teller Lines
    [PDF] Caedmon S Meisenheimer - SEC.gov
    Feb 15 · 1stunitedcu.org
    Investment & Retirement Planning | Osaic at 1st United CU

    Related Questions

    What is The Stewardship Method™?
    How did Caedmon Meisenheimer transition from being a teller to founding 310 Wealth Planning?
    What are some unique challenges business owners face according to Caedmon Meisenheimer?
    How does Caedmon Meisenheimer's background in marketing and business finance influence his financial planning approach?
    What certifications does Caedmon Meisenheimer hold?
    Caedmon Meisenheimer
    Caedmon Meisenheimer, photo 1
    Caedmon Meisenheimer, photo 2
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    Location

    Grand Rapids, Michigan, United States
    Location