Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D Steigerwald is an investment advisor representative with Cambridge Investment Research Advisors, Inc., a registered investment advisor based in Fairfield, Iowa. Michael has over 15 years of experience in the financial services industry. Michael specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Prior to joining Cambridge, Michael was a Financial Advisor with J.P. MORGAN SECURITIES LLC. Michael has a Series 6, Series 63 and Series 65 license, as well as the SIE exam.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
08/08/2023 - Present
Cambridge Investment Research Advisors, Inc. (Clinton IA)
IL
10/01/2012 - 05/11/2016
J.P. MORGAN SECURITIES LLC (DOWNERS GROVE IL)
IL
03/12/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORLAND PARK IL)
IA
Issued 07/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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