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Michael Richard Eisenhauer

Strategic Financial Partners, Ltd.

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About Michael Richard Eisenhauer

Michael Eisenhauer is a registered Investment Advisor Representative with Strategic Financial Partners, Ltd.. Michael has been in the financial services industry since May of 2009. He is licensed in Oregon to provide investment advisory services. Michael is a Series 6, 63 and 65 licensed professional. The firm's primary office is located in Bend, Oregon. Michael specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting. Strategic Financial Partners, Ltd. provides services to individuals and businesses.

Firm Information

Michael Eisenhauer is currently registered with Strategic Financial Partners, Ltd.. Strategic Financial Partners, Ltd. is an investment advisor registered with the SEC. The firm, headquartered in , offers financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. The firm manages approximately $231,927,149 in assets for 871 clients.

$231.93M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party adviser referral fees

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Michael Eisenhauer’s Registration & Firm History

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03/01/2021 - Present

Strategic Financial Partners, Ltd. (BEND OR)

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05/20/2009 - 09/27/2011

COUNTRY CAPITAL MANAGEMENT COMPANY (SALEM OR)

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Licenses & Designations

IA

Issued 05/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Richard Eisenhauer. Review regulatory record here.
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