Unclaimed
Michael Stafford is a financial advisor with One Brick Capital, LLC, located in Columbus, OH. Michael has been in the industry since 2004 and has experience working with high-net-worth individuals as well as individuals other than high-net-worth. Michael is registered with the state of Ohio as an Investment Advisor Representative.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting 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.
A percentage of the total value of assets under management is charged.
Financial planning fees & consulting fees
1
2
OH
01/31/2019 - Present
ONE Brick Capital, LLC (COLUMBUS OH)
OH
11/03/2015 - 05/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (Columbus OH)
OH
07/29/2004 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)
MN
07/29/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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