Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Indart is a financial advisor with over 10 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63 and 65 licenses. He has previously worked for WELLS FARGO ADVISORS LLC and ADP BROKER-DEALER, INC. Michael is currently affiliated with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC, serving clients in the SANTA ROSA area.
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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CA
10/04/2017 - Present
Buckingham Strategic Wealth, LLC (SANTA ROSA CA)
CA
08/07/2014 - 07/25/2017
WELLS FARGO CLEARING SERVICES, LLC (SEBASTOPOL CA)
NJ
03/18/2013 - 07/16/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
04/01/2009 - 03/04/2013
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 10/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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