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Michael Stephen Dzialo

Managed Asset Portfolios, LLC

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About Michael Stephen Dzialo

Michael Stephen Dzialo is an Investment Advisor Representative associated with Managed Asset Portfolios, LLC. Michael has been in the industry since 1988 and has worked for two firms. Michael has earned the Series 63, Series 65, Series 7, Series 16, and Series 24 licenses. Michael is licensed to provide investment advice in Michigan and Texas.

Firm Information

Michael Dzialo is currently registered with Managed Asset Portfolios, LLC. Managed Asset Portfolios, LLC is an investment advisor headquartered in Rochester, MI. The firm provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, pooled investment vehicles, and trusts. They also offer pension consulting and model portfolio management services. Managed Asset Portfolios, LLC manages over $1 billion in assets for a diverse client base, including individuals, corporations, and investment companies. The firm has a team of 18 investment advisor representatives and 5 registered representatives.
Managed Asset Portfolios, LLC

950 W. UNIVERSITY, SUITE 100

ROCHESTER, MI 48307

$1.09B

Assets Under Management

608

Total Clients

18

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for trusts and offshore vehicles; model

Portfolio management for trusts and offshore vehicles; model

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Dzialo’s Registration & Firm History

MI

01/14/2019 - Present

Managed Asset Portfolios, LLC (ROCHESTER MI)

MI

08/23/1988 - 10/31/2000

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 10/02/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1992

Series 24 - General Securities Principal Examination

BC

Issued 04/23/1990

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Stephen Dzialo.
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