Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aschberger is an active financial advisor with over 25 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has previously been registered with VOYA FINANCIAL ADVISORS, INC., OAKBROOK FINANCIAL GROUP, LLC and PFS INVESTMENTS INC.. Michael is licensed to provide investment advice in 30 states and is also licensed to provide securities advice in 30 states. Michael is a highly experienced financial advisor with a strong track record of success.
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.
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.
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2
WI
06/03/2021 - Present
Osaic Wealth, Inc. (FRANKLIN WI)
WI
08/31/2007 - 05/28/2021
VOYA FINANCIAL ADVISORS, INC. (FRANKLIN WI)
WI
07/18/2003 - 08/31/2007
OAKBROOK FINANCIAL GROUP, LLC (FRANKLIN WI)
GA
02/03/1997 - 07/25/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/04/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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