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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 Witt is a financial advisor who has been in the industry since 1991. Michael currently works for Ameriprise Financial Services, LLC in Middleton, WI. Prior to this role, Michael worked for Wells Fargo Clearing Services, LLC in Janesville, WI and Robert W. Baird & Co. Incorporated in Madison, WI. Michael has a wide range of experience and expertise in financial planning, portfolio management, asset allocation, and other services. He is registered with the state of Wisconsin as both a Broker-Dealer and Investment Advisor Representative.
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.
Asset allocation 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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2
WI
02/23/2024 - Present
Ameriprise Financial Services, LLC (Middleton WI)
WI
11/18/2016 - 02/27/2024
WELLS FARGO CLEARING SERVICES, LLC (JANESVILLE WI)
WI
04/06/1992 - 12/02/2016
ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)
NY
10/14/1991 - 12/10/1991
MARSH, BLOCK & CO. INC. (NEW YORK NY)
CO
09/27/1990 - 11/26/1990
MALONE & ASSOCIATES, INC. (DENVER CO)
BOTH
Issued 02/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1990
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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