Unclaimed
Michael Vaubel is an investment advisor representative for CLF Asset Management, Inc. Michael is licensed in Wisconsin and has been in the industry since 2015. Michael has Series 65 license. Michael is also a board member for the Alumni Association at Wayland Academy. CLF Asset Management, Inc. has 5 licensed agents, 5 investment advisor representatives and 5 investment advisory functions.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory services
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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WI
06/22/2017 - Present
CLF Asset Management, Inc. (MADISON WI)
IA
Issued 06/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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