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Michael Alan Boedeker

Credit Union Investment Services

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About Michael Alan Boedeker

Michael Boedeker is a financial advisor with Credit Union Investment Services. Michael has been in the industry since 2002 and has a broad range of experience. He holds Series 63 and 65 securities licenses. Michael is currently registered with the state of North Carolina and works out of the Raleigh, NC office. Michael specializes in providing financial planning, investment advice, and educational seminars for individuals. Michael is dedicated to providing personalized service and helping clients achieve their financial goals.

Firm Information

Michael Boedeker is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Boedeker’s Registration & Firm History

NC

09/18/2024 - Present

Credit Union Investment Services (Raleigh NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Alan Boedeker.
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