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Michael T Vierzba

Coho Advisory Services, LLC

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About Michael T Vierzba

Michael Vierzba is a financial advisor with Coho Advisory Services, LLC. Michael is licensed to offer investment advice in Alaska. Michael has been in the industry since 2016 and has experience with Ameriprise Financial Services, LLC and T. Rowe Price Investment Services, INC. Michael has a Series 7TO, Series 66, and SIE license. Michael's firm specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Michael Vierzba is currently registered with Coho Advisory Services, LLC. Coho Advisory Services, LLC is a financial advisory firm providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has approximately $27 million in regulatory assets under management and serves over 100 clients. They offer a range of services, including investment management for both individuals and businesses, as well as financial planning and selection of other advisors.

$27.00M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Michael Vierzba’s Registration & Firm History

AK

07/15/2024 - Present

Coho Advisory Services, LLC (ANCHORAGE AK)

AK

08/16/2023 - 04/10/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Anchorage AK)

CO

11/23/2022 - 08/17/2023

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 12/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael T Vierzba.
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