Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Branch is a financial advisor with over 30 years of experience in the financial industry. Michael is currently registered with Focus Financial, and is licensed in 14 states. Michael has previously worked at American Express Financial Advisors Inc. and IDS Life Insurance Company. Focus Financial is a registered investment advisor that provides financial planning, portfolio management, and other services. Focus Financial manages over $5 billion in assets for clients, including individuals, families, businesses, and institutions. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Percentage of assets under management with third party manager
1
2
MN
12/09/2013 - Present
Focus Financial (MINNEAPOLIS MN)
MN
10/27/1992 - 05/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/1992 - 05/16/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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