Fleming Investment Group, LLC

Fleming Investment Group, LLC

  • 510 Freeport Ave NW Ste A
  • Elk River, Minnesota
  • 55330-3007

Description

Danielle Cain has been a registered planning assistant at Fleming Investment Group since early 2012. She assists Michael, Brian, and Pat with all client-related planning and operational tasks and is the first point of contact for client requests. Her eight years of experience in the banking, mortgage, insurance, and financial services industries helps her bring a wealth of knowledge to the clients of Fleming Investment Group . Danielle holds her FINRA Series 6, 7, and 63 securities registrations (held through Commonwealth Financial Network) along with her life and health insurance licenses.

Marissa Huber has been with Fleming Investment Group since late 2013 as a client specialist. She serves as support to the three advisors, Michael, Brian, and Pat, for account maintenance, client relationship management, and marketing. With more than two years of experience in the wealth management industry, she helps service all client requests and transactions.

We provide access to a large universe of financial services and products, which enable people just like you to target their financial goals and pursue their dreams.

Fact sheet

Company founded
1989

Products & services

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