Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Michlitsch is a financial advisor registered with Valmark Advisers, Inc. He has been in the financial industry since January 15, 2004 and has been with Valmark Advisers, Inc. since June 16, 2016. Michael has a Series 66 license and a Series 24 license, in addition to a Series 7 license and the SIE exam. Previously, Michael worked at CRI Securities, LLC, Securian Financial Services, Inc., Woodbury Financial Services, Inc. and Ameriprise Financial Services, Inc. In addition to being a financial advisor, Michael is also a Life Insurance agent, and owns a real estate management company and rental properties.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MN
06/16/2016 - Present
Valmark Advisers, Inc. (ST. PAUL MN)
MN
02/25/2014 - 06/03/2016
CRI SECURITIES, LLC (ST PAUL MN)
MN
11/09/2012 - 06/03/2016
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
10/24/2007 - 10/11/2012
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
07/08/2005 - 10/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/08/2005 - 06/20/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
11/14/2003 - 06/27/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 01/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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