Mike Thein, IRMAACP™ Advisor · Dayton, OH
Mike Thein
Financial Planner, Abbey Investment/Thein Financial
Professional Profile
Mike Thein EDUCATION Bowling Green State University BS in Business Administration 1987 PROFESSIONAL EXPERIENCE April 1988 - Present Thein Financial, LLC. Financial Planner ACHIEVEMENTS & AWARDS 2004 Top 40 Under 40 Presented by the Dayton Business Journal LICENSURE Certified Financial Planner Chartered Life Underwriter Chartered Financial Consultant FINRA Registered Rep, Series 7 & 24
2014 Life Member and 25-Year Qualifier – Million Dollar Roundtable
As an IRMAA Certified Planner designation holder, Mike Thein helps clients navigate Medicare costs and IRMAA surcharges with confidence.
2019 & 2020 Marvin Link Distinguished Service Award Nominee COMMUNITY INVOLVEMENT
2022 - Present Trustee of Butler Township, OH. 1998 - 2026 Vandalia-Butler Chamber of Commerce Board Member / Past President 2001- 2024 Abbey Credit Union Board Member / Chairman of the Board
2017 – 2021 Butler Township Board of Zoning Appeals Volunteer Butler Township Budget Committee
1992 Downtown Dayton Lions Club Board President
2002 – 2008 United rehabilitation Services of Greater Dayton Board Member
1980 – 2015 Ducks Unlimited Fundraising Event Organizer
Disclosure
Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Do not transmit orders regarding your OneAmerica Securities, Inc. account via e-mail. OneAmerica Securities, Inc. and Thein Financial Group will not be responsible for carrying out such orders and or instructions. This e-mail message is intended only for the use of the individual or entity to which the transmission is addressed. Any interception may be a violation of law. If you are not the intended recipient, any dissemination, distribution or copying of this e-mail is strictly prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the document.
Contact Mike
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
