Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kaelin is a financial advisor with Silver OAK Securities, Inc. located in Louisville, KY. Michael has been a financial professional since 1973 and has held prior positions with Princor Financial Services Corporation, Raymond James Financial Services, Inc., Locust Street Securities, Inc., PNMR Securities, Inc. and Travelers Equities Sales, Inc. Michael specializes in retirement planning, investment advisory services, securities, mutual funds and insurance products and services.
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.
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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2
KY
12/02/2011 - Present
Silver OAK Securities, Inc. (Louisville KY)
KY
06/03/2004 - 12/02/2011
PRINCOR FINANCIAL SERVICES CORPORATION (LOUISVILLE KY)
FL
06/01/1999 - 09/11/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
03/20/1997 - 05/25/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
10/20/1993 - 12/31/1996
PNMR SECURITIES, INC. (BOSTON MA)
CA
05/23/1973 - 09/22/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/23/1973 - 12/31/1974
THE TRAVELERS INSURANCE COMPANY
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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