Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Klauke is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and Wealthplan Partners. Michael provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Michael also holds the Chartered Financial Consultant designation.
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.
A percentage of the total value of assets under management is charged.
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WI
06/14/2024 - Present
Osaic Wealth, Inc. (ONALASKA WI)
WI
12/01/2016 - 06/14/2024
SECURITIES AMERICA, INC. (ONALASKA WI)
WI
03/24/2006 - 12/01/2016
NEXT FINANCIAL GROUP, INC. (ONALASKA WI)
WI
02/10/1997 - 03/31/2006
HARBOUR INVESTMENTS, INC. (ONALASKA WI)
WI
01/06/1997 - 07/16/1999
SII INVESTMENTS, INC. (APPLETON WI)
WI
08/21/1995 - 12/30/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
WI
06/05/1989 - 10/22/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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