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 Hartzell is a financial advisor with AE Wealth Management, LLC, a firm with offices in Topeka, KS and Severna Park, MD. Michael has worked in the financial industry since 2005. His experience includes roles with MSI Financial Services, Inc., MML Investors Services, LLC, NYLIFE Securities LLC, Hornor, Townsend & Kent, LLC, and AE Wealth Management, LLC. He is registered to provide investment advice in Maryland. Michael holds the Series 66 and Series 7 licenses.
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.
A percentage of the total value of assets under management is charged.
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MD
02/18/2025 - Present
AE Wealth Management, LLC (Severna Park MD)
PA
11/26/2019 - 11/17/2020
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
MD
10/23/2018 - 10/10/2019
NYLIFE SECURITIES LLC (Columbia MD)
MD
03/25/2017 - 08/28/2018
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
09/25/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
12/07/2005 - 06/14/2007
THRIVENT INVESTMENT MANAGEMENT INC. (BALTIMORE MD)
BOTH
Issued 09/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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