Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mathis is a financial advisor with U.S. Bancorp Investments, Inc. Michael has been in the financial services industry since 1992 and holds the Series 7, 24, 51, 63 and 65 licenses. Michael has extensive experience working with individuals, high-net-worth clients, corporations, and retirement plans. Michael is a Registered Representative and Investment Advisor Representative in Iowa and Texas. Michael is also a board member of The DSM Lab Inc., a non-profit, fitness and mentoring program for at-risk youth.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
02/05/2025 - Present
U.s. Bancorp Investments, Inc. (Ankeny IA)
IA
11/12/2007 - 06/06/2012
EDWARD JONES (ANKENY IA)
OR
09/01/1997 - 11/09/2007
PRINCOR FINANCIAL SERVICES CORPORATION (PORTLAND OR)
TX
04/18/1994 - 08/27/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MN
09/29/1992 - 04/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1992 - 04/20/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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