Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Wren is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has previously worked with several other firms including KMS Financial Services, Inc., Northwest Investment Advisors, Inc., LINSCO/Private Ledger Corp. and Richards, Merrill & Peterson, Inc. Michael provides financial planning, pension consulting, educational seminars, and portfolio management services for 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.
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.
Consulting and other non-discretionary advisory services
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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WA
08/30/2020 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
03/02/2007 - 07/31/2020
KMS FINANCIAL SERVICES, INC. (SPOKANE Valley WA)
WA
10/01/2002 - 03/01/2007
NORTHWEST INVESTMENT ADVISORS, INC. (SPOKANE WA)
SC
03/03/2000 - 10/05/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WA
03/03/1994 - 03/01/2000
RICHARDS, MERRILL & PETERSON, INC. (SPOKANE WA)
CA
01/25/1993 - 03/09/1994
MURPHEY FAVRE, INC. (IRVINE CA)
BOTH
Issued 05/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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