Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Piel is a financial advisor at Focus Financial. Michael has been in the industry since 1987 and has experience providing financial advice to individuals, families, and businesses. Michael is registered with FINRA and the state of Wisconsin. Michael also holds the Series 6, 7, 22, 63, and 65 licenses.
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.
Percentage of assets under management with third party manager
1
2
MN
02/15/2011 - Present
Focus Financial (MINNEAPOLIS MN)
WI
02/20/2007 - 02/15/2011
THE O.N. EQUITY SALES COMPANY (WAUSAU WI)
WI
08/01/2001 - 03/01/2007
CRI SECURITIES, LLC (WAUSAU WI)
WI
04/13/1993 - 03/01/2007
SECURIAN FINANCIAL SERVICES, INC. (WAUSAU WI)
MN
03/20/1995 - 04/21/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
12/18/1986 - 12/18/1992
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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