Karl Carter

Karl Carter

Executive Director of Financial Planning

Phone: 734-414-9140
Fax: 734-468-0592
Mobile Phone: 313-580-0922
E-mail:

 

Karl R. Carter

Karl Carter is an associate with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. 

As a financial associate he is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to realize their financial goals.
 
Education
Bachelor of Business in Management
     Davenport University-Dearborn, Michigan
 
Professional Registrations
  • Series 7
  • Series 63
  • Series 66
  • Life & Health
Memberships & Affiliations
  • MDRT
  • NAIFA
  • Plymouth Rotary Club
  • Plymouth Chamber of Commerce
  • Canton Chamber of Commerce
Personal Data
Karl and his wife reside in Dearborn, Michigan with their four children. Karl is very active in his community. He is a member of Risen Christ Lutheran Church in Plymouth.