Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vince Bongaarts is a financial advisor with Raymond James Financial Services Advisors, INC. Michael has been a financial advisor since 1986. Michael has experience in investment advisory and brokerage services. Michael also works for NorthStar Asset Management. Michael specializes in financial planning and portfolio management for individuals and businesses. Michael has a long history of experience, working with clients at various firms including Wells Fargo Advisors Financial Network, LLC, and ROBERT W. BAIRD & CO. INCORPORATED.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
03/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (EDINA MN)
MN
10/28/2009 - 04/24/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EDINA MN)
MN
10/23/2009 - 10/26/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMINGTON MN)
MN
10/17/2003 - 10/23/2009
WELLS FARGO ADVISORS, LLC (BLOOMINGTON MN)
WI
09/09/1999 - 10/24/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
03/02/1998 - 09/15/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/07/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
WI
12/18/1996 - 12/23/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
07/12/1993 - 01/12/1994
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NY
01/07/1992 - 07/20/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
07/22/1991 - 12/31/1991
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
WI
09/22/1987 - 11/01/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/22/1986 - 09/21/1987
OFFERMAN & CO., INC.
IA
Issued 8/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/16/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/25/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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