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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lindquist McKenzie is a financial advisor at Calton & Associates, Inc. Michael has over 40 years of experience in the financial services industry. Michael has a broad range of experience, including portfolio management for individuals and businesses, and financial planning. Michael is registered with the state of Washington.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
07/08/2019 - Present
Calton & Associates, Inc. (Sequim WA)
WA
03/07/2007 - 07/08/2019
CAPITAL FINANCIAL SERVICES, INC. (SEQUIM WA)
WA
03/15/2002 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (SEQUIM WA)
IA
03/22/1999 - 03/13/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
DE
08/17/1995 - 04/12/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
ID
01/08/1995 - 08/01/1995
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
SD
10/26/1989 - 12/31/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
ND
04/21/1988 - 10/12/1989
STATE BOND SALES CORPORATION (MINOT ND)
NA
05/07/1986 - 02/10/1988
MAIN STREET SECURITIES, INC.
NA
10/21/1985 - 05/12/1986
TITAN CAPITAL CORPORATION
NA
07/23/1985 - 10/22/1985
MAIN STREET SECURITIES, INC.
NA
12/28/1973 - 09/02/1977
INTERNATIONAL SECURITIES CORP.
NA
07/02/1970 - 03/26/1973
ECONOMIC RESEARCH ANALYSTS, INC.
IA
Issued 06/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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