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Michael Craig Halls

Stoker Ostler, A Part OF BMO Financial Group

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About Michael Craig Halls

Michael Halls is a Certified Financial Planner and Chartered Financial Analyst with over 25 years of experience in the financial services industry. Michael is currently a Registered Investment Advisor with Stoker Ostler, A Part Of BMO Financial Group. Michael has been with Stoker Ostler since August 2005, where Michael provides financial planning and portfolio management services to individuals, families, and charitable organizations. Michael is passionate about helping clients achieve their financial goals. Michael is also a member of the Financial Planning Association and the CFA Institute.

Firm Information

Michael Halls is currently registered with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.
Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

Assets Under Management

Not reported

Total Clients

14

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Halls’s Registration & Firm History

UT

11/30/2011 - Present

Stoker Ostler, A Part OF BMO Financial Group (SALT LAKE CITY UT)

VT

07/21/1999 - 11/17/2000

EQUITY SERVICES, INC. (MONTPELIER VT)

NY

03/20/1995 - 07/21/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/31/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Craig Halls.
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