Joe Theisen
Chief Executive Officer at Advance Capital Management, Inc.
Profile
Mr. Joseph R.
Theisen, CPA, is a Chief Executive Officer at Advance Capital Management, Inc. and Advance Capital Group, Inc. He has overall operational responsibility for the firm in addition to managing the financial professionals.
He joined Advance Capital in 2000.
He is active with the Michigan Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
He has served in his current role with Advance Capital Services since 2012.
Prior to joining the firm, Mr. Theisen was the CFO of Detroit Edge Tool Company and Cardinal Automotive.
He is a graduate of the University of Michigan-Dearborn with a degree in Business Administration and a major in Accounting, he received his degree in 1984.
Joe Theisen active positions
Companies | Position | Start |
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Advance Capital Management, Inc.
Advance Capital Management, Inc. Investment ManagersFinance Advance Capital Management, Inc. (ACM) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 1986 by Robert Cappelli and is a subsidiary of Advance Capital Group, Inc. ACM provides investment advice to individuals, investment advisers, investment companies, pension, profit-sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. | Chief Executive Officer | 2011-12-31 |
Advance Capital Group, Inc.
Advance Capital Group, Inc. Investment ManagersFinance Advance Capital Group, Inc. provides investment advisory services. It serves to individuals, investment companies, foundations, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. Its services include financial planning, asset management, and investment advice. The company was founded in 1986 and is headquartered in Southfield, MI. | Chief Executive Officer | 2011-12-31 |
Training of Joe Theisen
University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Advance Capital Management, Inc.
Advance Capital Management, Inc. Investment ManagersFinance Advance Capital Management, Inc. (ACM) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 1986 by Robert Cappelli and is a subsidiary of Advance Capital Group, Inc. ACM provides investment advice to individuals, investment advisers, investment companies, pension, profit-sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. | Finance |
Advance Capital Group, Inc.
Advance Capital Group, Inc. Investment ManagersFinance Advance Capital Group, Inc. provides investment advisory services. It serves to individuals, investment companies, foundations, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. Its services include financial planning, asset management, and investment advice. The company was founded in 1986 and is headquartered in Southfield, MI. | Finance |
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