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Erik T

Series 63, Series 65

Bay City, MI

Mid Michigan Insurance and Financial Services LLC

Erik Thompson is a financial advisor at Mid Michigan Insurance and Financial Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life Securities Inc and Banker's Life and Casualty since 2011. In addition to his advisory role, Thompson serves as a branch manager, overseeing insurance sales and training new agents. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm offers written financial plans, consultations, managed model-portfolio solutions through third-party managers, and life insurance and annuity products, primarily operating on a non-discretionary basis.

Annuities Wealth management General retirement planning
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Jeremy W

Series 66

Auburn, IN

Mid Michigan Insurance and Financial Services LLC

Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bankers Life and Casualty, Bankers Life Securities, Regal Investment Advisors, and American Senior Benefits, where he also serves as a branch manager. Mid Michigan Insurance and Financial Services is a small practice serving individuals, trusts, companies, and pension plans with investment advisory and financial planning services. The firm primarily operates on a non-discretionary basis, offering managed model-portfolio solutions alongside insurance and annuity products.

Annuities Wealth management General retirement planning
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