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MICHAEL THEIS

INVESTMENT REPRESENTATIVE

E: michael.theis@sandstone-wealth.com

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ABOUT

Michael entered the financial services industry in 1981 and has been with Sandstone Wealth Management since August of 2021. He is Series 6, 63, and licensed in insurance as well. Michael has been assisting clientele in the area of Financial Planning, Investing, and Life Insurance Planning.

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Michael graduated from the University of Nebraska-Lincoln with a Bachelor of Science Degree in Criminal Justice. He received a certification in Life Insurance Planning in 1986, Personal Financial Planning in 1988, and his Chartered Life Underwriter (CLU) Designation also in 1988, He received his Chartered Financial Consultant (ChFC) in 1989, all from the American College of Financial Services in King of Prussia PA

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Michael has three children, Matthew, Eric, and Amanda. His hobbies include deer hunting, Tarpon Fishing, “weekend farming” and “grandkidding.”

CONTACT

Sandstone Wealth Management

212 E. 56th Street, PO Box 3229, Kearney, NE 68848  | 308-234-7424

896 G Street, PO Box 313, PO Box 69, Geneva, NE 68361 | 402-759-3114

3701 Osborne Drive West, Hastings, NE 68901 | 402-463-0101

QUICK LINKS

Client Center

About

Resources

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities and Advisory services are offered through LPL Financial. A registered investment advisor. Member FINRA SIPC. Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Sandstone Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandstone Wealth Management, and may also be employees of Heartland Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank or Sandstone Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

 

 

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Copyright 2023 Sandstone Wealth Management

Not Insured by FDIC or Any Other Government Agency disclosure requirement
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