Unclaimed
Michael Strasser is an Investment Advisor Representative with Chicago Partners Investment Group LLC. Michael has been in the industry since 1989 and is licensed to provide investment advice in Montana. Michael also has experience with Intersecurities, Inc., Laffer Advisors Incorporated, Sanwa-BGK Securities Co., L.P., Sanwa-BGK Treasury Securities Co., Carroll McEntee & McGinley Incorporated, and CM&M Futures Inc. Michael is the member and sole owner of Ponderosa Capital, LLC, a Washington Limited Liability Company. It is not currently involved in any active or on-going business activity.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
MT
01/13/2022 - Present
Chicago Partners Investment Group LLC (manhattan MT)
FL
08/28/1997 - 02/27/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
08/09/1994 - 09/04/1997
LAFFER ADVISORS INCORPORATED (NEW YORK NY)
NY
12/23/1992 - 02/02/1993
SANWA - BGK SECURITIES CO., L.P. (NEW YORK NY)
NY
12/23/1992 - 02/02/1993
SANWA-BGK TREASURY SECURITIES CO. (NEW YORK NY)
NY
11/09/1989 - 05/11/1992
CARROLL MCENTEE & MCGINLEY INCORPORATED (NEW YORK CITY NY)
NY
11/09/1989 - 12/14/1990
CM&M FUTURES INC. (NEW YORK NY)
IA
Issued 05/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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