Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Michels is a financial advisor with Cbiz Investment Advisory Services, LLC. Daniel has been in the industry for over 30 years and has worked with a variety of clients, including individuals, families, businesses, and institutions. Daniel has a strong track record of providing investment advice and financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance reporting, fiduciary services and admnistrative support services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
MN
01/07/2020 - Present
Cbiz Investment Advisory Services, LLC (Minneapolis MN)
MN
01/03/2005 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (MINNEAPOLIS MN)
CA
03/01/2000 - 12/31/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
04/12/1994 - 03/03/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
10/06/1993 - 04/05/1994
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
MN
10/31/1991 - 08/09/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
GA
12/11/1989 - 10/01/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
06/20/1984 - 01/01/1990
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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