Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ihlenfeldt is a financial advisor at 49 Financial. Michael has been in the industry since 2014. Michael is registered with both FINRA and the SEC as an investment advisor representative. Michael is also a Certified Financial Planner. In addition to 49 Financial, Michael has held positions at Purshe Kaplan Sterling Investments, AXA Advisors, LLC, and Thrivent Advisor Network, LLC. Michael's firm, 49 Financial, provides financial planning, portfolio management, and selection of other advisors services. Michael's areas of specialization include asset allocation, retirement planning, education planning, and estate planning.
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.
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
TX
01/03/2023 - Present
49 Financial (AUSTIN TX)
TX
01/10/2020 - 01/16/2024
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
09/08/2014 - 01/03/2020
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 08/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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