Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Wiard is an Investment Advisor Representative with Horizons Planning Corp. located in Ann Arbor, Michigan. Michael is licensed to provide Investment Advisory services in Michigan and Texas. Michael has a Series 65 registration and is licensed as a life, accident, and health insurance agent in Michigan. Michael has experience providing financial planning and investment management services to individuals, businesses, charitable organizations, and pooled investment vehicles. The firm manages approximately $65 million in assets.
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.
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.
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MI
04/25/2023 - Present
Horizons Planning Corp. (ANN ARBOR MI)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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