Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gottfried Masterman is a financial advisor with over 24 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc. and has been with them since 11/28/2023. Previously, Michael was with Cambridge Investment Research, Inc., LPL Financial LLC, Mutual Service Corporation, Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Michael has a deep understanding of the financial markets and is committed to providing personalized financial advice to individuals and families. Michael specializes in financial planning, pension consulting, and educational seminars. Michael is also a registered principal with the firm.
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.
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.
1
2
MN
11/28/2023 - Present
Osaic Wealth, Inc. (EDINA MN)
MN
01/09/2023 - 12/04/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Edina MN)
MN
09/08/2009 - 12/12/2022
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
08/20/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLYMOUTH MN)
MN
07/01/2002 - 08/08/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/26/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NY
05/27/1998 - 03/15/2000
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Masterman is the right advisor for you? Invested Better is here to help.
