Financial Advisor

Jeffrey O. Parker

Jeffrey O. Parker is a registered Financial Advisor with LPL Financial and holds series 7, 63 and 65 registrations. Jeffrey also holds licenses in Life, Accident and Health, Variable Contracts, Property and Casualty as well as Mortgage. With over 13 years of experience in financial planning, Jeffrey takes a comprehensive approach to his client’s needs and goals by analyzing all 6 key areas of their financial picture in order to provide a holistic perspective.

 

Jeffrey has worked for several different companies over his career, ranging from small companies to large Fortune 500 companies. During his last year of a 13-year stint in Seattle, Jeffrey got involved in the financial services industry when he started doing loans for a mortgage broker. In 2006 Jeffrey relocated his family back to Michigan where he continued his foray into financial services by becoming a financial advisor. In his first year as a financial advisor he had one of the fastest growing new practices in a company of over 400 advisors.

 

Jeffrey has resided here in Midland with his wife and three kids since 2008. Jeffrey and his wife are involved in their church’s children’s ministry. They enjoy travel, spending time with their kids and spending time at the family cottage at Crystal Lake.

 

P: (989) 832-4873

F: (989) 832-4882

jeffrey.parker@lpl.com

Please reload

Coordinator

 

Marybeth Penkala

Marybeth M. Penkala serves as the Coordinator for the Retirement & Investment Center located at Dow Chemical Employees’ Credit Union. She joined the Credit Union staff in 2015 and coordinates the advisors’ schedules, manages marketing initiatives and is the point person for clients, members, product companies and staff. Through working for the Credit Union, Marybeth has developed a passion for helping members and clients seek answers for their financial questions.

 

Marybeth graduated from Northwood University with a Bachelor in Business Administration, majoring in Marketing. She also graduated from Delta College with an Associate in Business Studies, emphasizing in Marketing Management. Marybeth grew up in Hemlock and currently resides in Midland with her husband, son and golden retriever.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered.  The advisors associated with this site are registered in the following states: AZ, CO, FL, IL, IN, MI, OH, SC, TX, and UT.  Please note that not all of the investments and services mentioned are available in every state.
 

Securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Dow Chemical Employees' Credit Union and Retirement and Investment Center located at Dow Chemical Employees' Credit Union are not registered broker/dealers nor are they affiliated with LPL Financial.

© 2020 Retirement and Investment Center located at Dow Chemical Employees' Credit Union