Unclaimed
Michael Kresl is a Registered Representative and Investment Advisor Representative with Packerland Brokerage Services, Inc. Michael has over 30 years of experience in the financial services industry. Michael is dedicated to providing personalized financial advice and investment management services to help individuals and families achieve their financial goals. Michael has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service. Michael is a Certified Public Accountant and has experience in tax return preparation, providing clients with a holistic view of their financial picture. Michael is committed to helping clients understand their options and make informed decisions about their financial future. Prior to joining Packerland Brokerage Services, Inc. Michael held positions with ANICO Financial Services, Inc., Securities Management & Research, Inc., Capital Securities Investment Corporation, CNA Investor Services, Inc., Locust Street Securities, Inc., Harbour Investments, Inc., Interlink Securities Corp., First Variable Capital Services, Inc., Secura Investments, Inc., and Pruco Securities Corporation.
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.
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.
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2
WI
07/28/2022 - Present
Packerland Brokerage Services, Inc. (HOWARD WI)
TX
09/06/2012 - 02/21/2022
ANICO FINANCIAL SERVICES, INC. (GALVESTON TX)
IA
10/29/2004 - 09/04/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IL
07/01/2002 - 10/30/2002
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
NY
05/09/2000 - 07/01/2002
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
IA
10/25/1999 - 05/01/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
WI
10/11/1996 - 09/30/1999
HARBOUR INVESTMENTS, INC. (MADISON WI)
CA
10/09/1997 - 06/17/1999
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
AL
01/06/1997 - 05/09/1997
FIRST VARIABLE CAPITAL SERVICES, INC. (BIRMINGHAM AL)
WI
10/11/1995 - 10/14/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
NJ
05/31/1988 - 10/23/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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