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 Kolacz is a financial advisor with Independent Financial Group, LLC. Michael has been working in the financial services industry since May 1996. He is registered to provide advisory services in 14 states including Texas, California, Florida, and New York. He has a strong background in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Michael previously worked with International Assets Advisory, LLC, Cetera Advisors LLC, and Woodbury Financial Services, Inc.
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.
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.
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TX
06/09/2023 - Present
Independent Financial Group, LLC (ROCKWALL TX)
TX
05/26/2016 - 06/30/2023
INTERNATIONAL ASSETS ADVISORY, LLC (ROCKWALL TX)
TX
11/08/2013 - 05/10/2016
CETERA ADVISORS LLC (ROCKWALL TX)
TX
05/17/1996 - 11/19/2013
WOODBURY FINANCIAL SERVICES, INC. (PLANO TX)
TX
05/25/2012 - 09/18/2012
NEXT FINANCIAL GROUP, INC. (ROCKWALL TX)
IA
Issued 09/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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