Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Brown is a financial advisor at The Planning Group, an independent investment advisory firm located in Northfield, Illinois. Michael has over 20 years of experience in the financial services industry. Michael is a Chartered Financial Analyst and is registered with the state of Illinois.
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.
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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IL
09/25/2018 - Present
THE Planning Group (NORTHFIELD IL)
IL
08/10/2009 - 12/31/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Northfield IL)
IL
07/24/2001 - 08/10/2009
WATERSTONE FINANCIAL GROUP, INC. (NORTHFIELD IL)
BOTH
Issued 08/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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