Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Van boening is a financial advisor registered with Mercer Global Advisors Inc. Michael has been in the industry for many years and specializes in providing financial planning, portfolio management, and other advisory services. Michael has a strong background in the financial services industry and is committed to helping clients achieve their financial goals. Michael is a Certified Financial Planner and holds the Series 65, Series 66, and Series 7TO licenses. Michael is currently based in Aurora, CO and has previously worked at firms such as Edward Jones, GWFS Equities, Inc., and J.P. Morgan Securities LLC.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
02/05/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
CO
08/03/2023 - 10/03/2023
J.P. MORGAN SECURITIES LLC (AURORA CO)
CO
12/18/2019 - 03/08/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
07/10/2019 - 11/25/2019
EDWARD JONES (CENTENNIAL CO)
BOTH
Issued 05/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Michael Van boening is the right advisor for you? Invested Better is here to help.
