Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lance Kalscheur is a financial advisor registered with Creative Planning. Michael has been in the financial services industry for over 27 years. Michael holds a Series 6 and Series 63 license. Michael is a Certified Financial Planner. Michael is registered in Indiana and Texas. Michael is associated with the Indianapolis, Indiana office of Creative Planning. Michael has previously been associated with JOHN HANCOCK DISTRIBUTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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.
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IN
08/29/2023 - Present
Creative Planning (Indianapolis IN)
MA
08/07/1995 - 11/04/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/07/1995 - 11/04/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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