Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hodan is a financial advisor who has been in the industry since 1991. Michael is registered with Wells Fargo Clearing Services, LLC and is based in Milwaukee, Wisconsin. Michael has a wide range of experience in the financial services industry, including experience with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. Michael specializes in providing investment advice to individuals, businesses, and institutions. Michael is also active in the community, serving on the Finance Committee and the Investment Committee of Divine Savior Holy Angels High School.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
05/06/2016 - Present
Wells Fargo Clearing Services, LLC (MILWAUKEE WI)
WI
08/01/2012 - 05/10/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (Milwaukee WI)
WI
08/21/1991 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
IA
Issued 10/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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