Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bongaarts is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Michael has been in the industry since 1986 and has been registered with the firm since 2014. Michael has previously worked with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, Robert W. Baird & Co. Incorporated, and Dain Rauscher Incorporated. Michael holds the Series 63, 65, 7, 9, and 10 licenses and the SIE exam. Michael also owns NorthStar Asset Management, a real estate management firm, NorthStar Pheasants, a farm rental business, and Maplelake Cabin Rentals. Michael is registered with the State of Minnesota and Texas and is active in both states.
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 08/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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