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Michael Shea Behner

Nautilus Advisors LLC

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About Michael Shea Behner

Michael Behner is an Investment Advisor Representative at Nautilus Advisors LLC in San Diego, CA. Michael has been in the industry since 1999, and has a history of working with individuals and families, as well as charitable organizations. Michael holds the Series 7, Series 24, Series 63, and Series 65 licenses and is a Certified Financial Planner. Michael specializes in retirement planning, college planning, and investment management.

Firm Information

Michael Behner is currently registered with Nautilus Advisors LLC. Nautilus Advisors LLC is an investment advisor headquartered in San Diego, CA. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a focus on financial planning, pension consulting, and portfolio management for businesses and individuals. They manage approximately $235 million in assets for 468 clients.
Nautilus Advisors LLC

4747 MORENA BLVD.

SAN DIEGO, CA 92117

$235.28M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Behner’s Registration & Firm History

CA

09/02/2010 - Present

Nautilus Advisors LLC (SAN DIEGO CA)

CA

02/15/2005 - 09/07/2010

NEW ENGLAND SECURITIES (SAN DIEGO CA)

NY

10/30/2003 - 02/16/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

10/14/1999 - 02/12/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Shea Behner.
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