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Michael Frenette Deschenes

United Advisor Group

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About Michael Frenette Deschenes

Michael Frenette Deschenes is an experienced financial advisor with a focus on individual clients and retirement planning. Michael holds Series 7TO, SIE and Series 66 licenses and is currently registered with United Advisor Group. Michael has a strong background in financial services and is committed to providing personalized advice and guidance to help clients achieve their financial goals. In addition to Michael's work with United Advisor Group, Michael is also an independent insurance agent, offering clients a wide range of financial products and services. Michael is passionate about helping clients build a secure financial future.

Firm Information

Michael Deschenes is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Deschenes’s Registration & Firm History

OH

03/08/2023 - Present

United Advisor Group (CINCINNATI OH)

MO

04/16/2021 - 03/01/2023

THE O.N. EQUITY SALES COMPANY (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 04/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Frenette Deschenes.
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