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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 Neaton is a financial advisor at OneDigital Investment Advisors. Michael has been working in the financial industry since June 14, 2011. Michael has a wide range of experience, having worked at several firms including Triad Advisors LLC and Thrivent Investment Management Inc. Michael is registered in several states, including Florida, Michigan, Ohio, and Tennessee. Michael is also a registered investment advisor in Michigan. Michael is committed to providing personalized financial advice to individuals, families, and businesses. Michael specializes in financial planning, portfolio management, and retirement planning. Michael is a Series 6, Series 63, Series 65 and SIE licensed advisor.
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.
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.
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2
MI
02/07/2019 - Present
Onedigital Investment Advisors (AUBURN HILLS MI)
MI
02/01/2019 - 08/23/2024
TRIAD ADVISORS LLC (Auburn Hills MI)
MI
10/22/2012 - 02/04/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MOUNT CLEMENS MI)
MI
06/13/2011 - 10/19/2012
NATIONAL PLANNING CORPORATION (BLOOMFIELD MI)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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