Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Truyman is a financial advisor who has been in the industry since December 2020. Michael is currently registered with LPL Financial LLC in Appleton, WI. Michael is also registered with the state of Wisconsin as a Registered Representative and Investment Advisor Representative. Previously, Michael worked with Thrivent Investment Management Inc. in Menasha, WI. Michael has passed the Series 7, Series 66, and SIE exams. Michael's experience and certifications make him a valuable resource for individuals and families looking for financial advice.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WI
06/09/2022 - Present
LPL Financial LLC (APPLETON WI)
WI
12/04/2020 - 06/09/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Menasha WI)
BOTH
Issued 12/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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