Unclaimed
Michael Schaunaman is a financial professional with over 10 years of experience in the industry. Michael is registered with U.s. Bancorp Investments, Inc. and holds Series 6, Series 63 and SIE licenses. Michael specializes in portfolio management for individuals and businesses, financial planning, selection of other advisors, and publication of periodicals. Michael is located in Kansas City, Missouri, and works out of the U.S. Bancorp Investments, Inc. branch office located at 200 NE Vivion Rd.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
05/08/2013 - Present
U.s. Bancorp Investments, Inc. (Kansas City MO)
BC
Issued 06/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Schaunaman is the right advisor for you? Invested Better is here to help.