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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Wik is a financial advisor with Corient. Michael is a Chartered Financial Analyst and has over 20 years of experience in the financial services industry. Michael is licensed to provide investment advisory services in Florida, Illinois and Texas. Michael has worked with a variety of clients, including individuals, families, businesses, and institutions. Michael provides a range of financial services, including financial planning, investment management, and retirement planning. Michael is committed to helping clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
01/03/2025 - Present
Corient (Chicago IL)
IL
06/11/2001 - 06/03/2013
NMS CAPITAL SECURITIES, LLC (CHICAGO IL)
NA
11/21/1991 - 12/31/1992
COORDINATED CAPITAL SECURITIES, INC.
NA
07/20/1988 - 11/21/1989
COORDINATED CAPITAL SECURITIES OF WI INC.
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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