Arun Suri, LUTCF
Investment Advisor Representative
Phone: (248) 663-4774
Fax: (248) 827-7378
Cell: (734) 658-7874
Arun Suri 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 Arun has over 22 years of knowledge and experience in working with individuals, professionals and closely held businesses. 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.
- Bachelors in Law
- Master of the Arts in English Literature
Professional Designations, Licenses and Registrations
- Life, Accident & Health insurance
- Series 6
- Series 65
- Series 63
Memberships & Affiliations
- Life Member of Hindu Temple
Awards & Achievements
- 2014 5 Star Wealth Manager – Detroit Hour Magazine*
- 2013 Court of the Table Qualifier ' Million Dollar Round Table (MDRT)**
- Ten Time Qualifier of MDRT**
Arun lives in Canton with his wife Madhu and two children, Annie & Aman.
*The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC (dba Five Star Professional). It includes less than 20% of 3,448 wealth managers in the Detroit area in 2014.
Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credential professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) Non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served; (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.
The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of the wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however, award winners may purchase additional profile ad space or promotional products. Five Star Professional is not an advisory firm.
**Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table..