Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Todd Oetken is a financial advisor who has been in the industry since 2015. He is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since October 2018. Prior to that, he was a financial advisor with Broker Dealer Financial Services Corp. Michael Oetken offers a wide range of financial planning services and specializes in areas like retirement planning, insurance, and investment management. His specializations include helping individuals, high-net-worth individuals, and businesses achieve their financial goals. Michael Oetken is licensed and registered in numerous states across the US and holds several industry certifications, including the Series 66, Series 7, and the Securities Industry Essentials Examination (SIE).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
01/21/2021 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
IA
11/10/2015 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Oetken is the right advisor for you? Invested Better is here to help.
