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  2. Michael Clements, AIF®

Michael Clements, AIF®

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Michael Clements, AIF®
President
Phone: 
(419) 843-4737
E-mail: 
mike.clements@fdgonline.com

Michael Clements has been actively involved in the financial services industry since 1999. He possesses an in-depth knowledge of investment strategies and has built a sound reputation for designing efficient wealth creation and protection strategies for clients with the Financial Design Group. In 2007 Michael was invited to become the firm’s first equity partner. In 2009, he was named Co-Managing Partner, and in 2013 was named President of Financial Design Group.

As President and an equity partner in the Financial Design Group, Michael focuses his efforts to manage and grow the firm while maintaining the “Legacy of Loyalty” that FDG has established with its financial professionals, employees, clients, and the community. He specializes in working with the firm’s advisors on practice and case development and manages FDG’s investment advisory and fee-based   planning divisions.

Michael continues to serve his private client base and actively consults with the firm’s financial professionals to develop strategies for the creation and preservation of multi-generational wealth for clients. His advice is grounded in a verifiable process based upon fundamental economic principles. Michael’s private clients include school endowments, charitable foundations, closely held businesses, and a select handful of high income/higher net worth individuals. He routinely works in conjunction with attorneys and accountants to provide complete solutions for his clients that integrate all aspects of their wealth management.

Michael is a graduate of Ohio University, a registered representative and an investment advisor representative with Securian Financial Services, Inc., Member FINRA/SIPC. In 2010 Michael earned the Accredited Investment Fiduciary ® or (AIF ®), a professional designation awarded by Fiduciary 360 for completion of formal training in investment fiduciary responsibilities. He regularly participates in workshops and study groups to stay on top of the changing economic landscape and wealth management trends and techniques.

Married for over 20 years, Mike feels his greatest accomplishment is his family. He and his wife, Allison, are actively involved in the community and are raising their three children (Foster, Lilly, and Sophie) to be committed to service as well. Mike has served on the board of charitable organizations including two terms on the school board for Toledo School for the Arts, was a 2009 graduate of Leadership Toledo, and received the 20 under 40 Leadership award in 2012. 

Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Financial Design Group, 3230 Central Park West Ste 100, Toledo OH 43617, is independently owned and operated.

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Contact info

  •   3230 Central Park West suite 100, Toledo, Ohio 43617
  •   (419) 843-4737
  •   service@fdgonline.com

Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

We have various representatives that are licensed and registered to conduct business in the following states: AK, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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