Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Madsen is a financial professional with over 20 years of experience in the financial services industry. Michael has a diverse background in financial services and has worked with clients of all sizes. Michael currently works with Global Retirement Partners LLC and is registered as an Investment Advisor in Arizona, California, Colorado, Idaho, Texas and Utah. Michael specializes in retirement planning, portfolio management, and financial planning. Michael has been recognized as a trusted advisor by numerous organizations and has received numerous awards for his work. Michael is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
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2
UT
10/03/2023 - Present
Global Retirement Partners LLC (South Salt Lake UT)
UT
07/19/2021 - 09/25/2023
KESTRA INVESTMENT SERVICES, LLC (LEHI UT)
UT
02/24/2020 - 06/14/2021
PRINCIPAL SECURITIES, INC. (SANDY UT)
UT
04/07/2014 - 07/25/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SALT LAKE CITY UT)
UT
10/30/2008 - 03/18/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
UT
01/01/2008 - 10/22/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
01/07/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
12/18/2000 - 12/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 08/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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