Unclaimed
Michael Dennis Schuster is a financial advisor with over 20 years of experience in the industry. Michael is a Certified Financial Planner (CFP®) and is currently registered with Cambridge Investment Research Advisors, Inc. Michael has held previous positions with PRINCIPAL SECURITIES, INC., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Michael is licensed to provide financial advice and investment services in 36 states. Michael has expertise in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
11/05/2021 - Present
Cambridge Investment Research Advisors, Inc. (Grand Island NE)
NE
10/07/2013 - 11/10/2021
PRINCIPAL SECURITIES, INC. (Grand Island NE)
NE
01/03/2011 - 10/09/2013
WELLS FARGO ADVISORS, LLC (VALENTINE NE)
NE
10/19/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND ISLAND NE)
IA
10/20/2000 - 10/08/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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