Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martin is a financial advisor with Independent Financial Group, LLC. Michael has been working in the financial industry since 1996. Michael specializes in providing financial planning and portfolio management services for individuals, businesses, and pension plans. He is also a registered representative and investment advisor representative. Michael holds the Series 6, 7, and 63 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
12/12/2017 - Present
Independent Financial Group, LLC (Rice Lake WI)
WI
01/09/2017 - 12/12/2017
SII INVESTMENTS, INC. (RICE LAKE WI)
WI
09/02/2008 - 01/13/2017
WOODBURY FINANCIAL SERVICES, INC. (RICE LAKE WI)
WI
04/02/2001 - 09/02/2008
LPL FINANCIAL CORPORATION (MENOMONIE WI)
MN
03/29/1996 - 04/03/2001
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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