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Arun Suri, LUTCF

Arun Suri, LUTCF

Investment Advisor Representative

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 professional 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. 

Education

  •  Bachelors in Law
  •  Master of the Arts in English Literature

 

Professional Designations, Licenses and Registrations

  •  LUTCF
  •  Life, Accident & Health insurance
  •  Series 6
  •  Series 65
  •  Series 63

Memberships & Affiliations

  •  NAIFA
  •  Life Member of Hindu Temple

Awards & Achievements

  • 2013 Court of the Table Qualifier Million Dollar Round Table (MDRT)*
  • 10 Time Qualifier of MDRT**

Personal Data

Arun lives in Canton with his wife, Madhu, and two children, Annie & Aman.

*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..