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Ben K

Series 65, Series 63

Mount Pleasant, MI

Equitable Advisors

Ben Kissee is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time with Axa Advisors, Llc. Kissee serves as Treasurer of the Isabella County Sportsman’s Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs delivered through third-party managers and proprietary solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas R

Series 63, Series 65

Mount Pleasant, MI

Equitable Advisors

Thomas Rudert is a financial advisor with Equitable Advisors in Mount Pleasant, MI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Rudert is an officer and part owner of Advanced Benefit Design Group and serves as an administrator or executor of estates and trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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