Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Kratzer is a financial advisor at Osaic Wealth, Inc., with over 40 years of experience in the financial services industry. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. He is also a Registered Representative and Investment Advisor Representative. Michael holds Series 6, 63, and 65 licenses and the SIE designation. He has been registered with the state of Wisconsin since 1983. He previously worked at Signator Investors, Inc., SII Investments, Inc., and Ogilvie Security Advisors Corporation. Michael is committed to providing his clients with personalized financial advice and guidance to help them 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.
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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2
WI
11/02/2018 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
03/26/1999 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
WI
12/01/1995 - 03/17/1999
SII INVESTMENTS, INC. (APPLETON WI)
IL
02/17/1994 - 12/05/1995
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
11/14/1983 - 02/14/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/14/1983 - 02/14/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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