Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lobmeyer is a financial professional with over 20 years of experience in the financial services industry. Michael is currently registered with Lincoln Investment and has a Series 7, 9, 10, 24, 63, and 66 license. Michael has a strong background in providing financial planning and portfolio management services to individuals, businesses, and corporations. Michael has previously held positions with Waddell & Reed, Ameriprise Financial Services, Inc. and IDS 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.
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.
1
2
PA
04/29/2022 - Present
Lincoln Investment (Fort Washington PA)
KS
03/15/2011 - 11/01/2017
WADDELL & REED (OVERLAND PARK KS)
TX
06/23/2009 - 10/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
11/09/1998 - 04/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
MN
11/09/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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