Unclaimed
Michael James Lanigan is a financial advisor with over 30 years of experience in the financial services industry. Michael currently works at Tiaa-Cref Individual & Institutional Services, LLC, a firm based in New York. Prior to this, Michael worked for Robert W. Baird & Co. Incorporated, Piper Jaffray & Co. and Olde Discount Corporation. Michael is registered to provide investment advice in several states including Wisconsin, Arizona, Florida, Illinois, Kentucky, Michigan, Mississippi, Missouri, Nevada, North Carolina and Texas. Michael is a Series 66, Series 63, Series 24, Series 55 and Series 7 licensed professional. Michael's primary focus is on providing financial advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WI
10/04/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BROOKFIELD WI)
WI
05/15/2006 - 12/18/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
01/14/1993 - 02/23/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MI
08/11/1986 - 02/09/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
03/03/1986 - 09/16/1986
MUTUAL SERVICE CORPORATION
NA
02/24/1984 - 03/10/1986
PENNSYLVANIA SECURITIES COMPANY
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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