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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Kobs is an investment advisor representative with Avantax Advisory Services. Michael has been in the financial services industry since June 2, 1988. Michael is registered in 43 states and 2 jurisdictions for investment advisor activities. Michael has earned his Series 63, Series 65, Series 7, Series 24 and SIE licenses. Michael is also a registered principal in Minnesota. Michael is a partner with MWC Properties, a President with Wentworth Enterprise Center, LLC and a President with MRK Financial Solutions, Inc., an Independent Insurance Agent. Michael is also a sole proprietor of Rfutures LLC, a rental property owner and manager, and MRK Management Services. Michael has previously worked with Offerman & Company, Marquette Financial Group, Inc. and Blinder, Robinson & Co., Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
02/01/2024 - Present
Avantax Advisory Services (PLYMOUTH MN)
MN
11/24/1989 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NA
08/17/1989 - 11/14/1989
OFFERMAN & CO., INC.
NA
05/25/1988 - 08/21/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 11/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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