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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brian Ersser is a financial advisor with over 10 years of experience in the financial services industry. He holds the Series 65 license and is a Certified Financial Planner. Michael works at The Colony Group, LLC in Bellevue, WA and also works at Merriman in SEATTLE, WA. Michael specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. His clients include individuals, high-net-worth individuals, families, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. He is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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WA
02/03/2025 - Present
THE Colony Group, LLC (Bellevue WA)
IA
Issued 01/09/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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