Unclaimed
Michael Edward Halla is a registered representative with Tcfg Investment Advisors, LLC. Michael has been in the industry since December 1996 and has held registrations with several firms over the years. Michael is currently registered as an investment advisor representative with Tcfg Investment Advisors, LLC in the states of Ohio and Wisconsin. Michael is also an independent insurance agent and may recommend fixed insurance contracts to clients. Michael has a strong background in financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
12/05/2018 - Present
Tcfg Investment Advisors, LLC (Manitowoc WI)
WI
06/21/2012 - 12/18/2017
SII INVESTMENTS, INC. (MANITOWOC WI)
WI
12/19/1996 - 07/19/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MANITOWOC WI)
MN
12/19/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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