Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Boyum is a financial advisor with over 15 years of experience in the industry. Michelle is currently registered with Benjamin F. Edwards & Company, Inc. Michelle has a strong background in financial planning and portfolio management, and has a proven track record of success in helping clients achieve their financial goals. Michelle has a wide range of experience working with individuals, families, and businesses, and is committed to providing personalized service and tailored solutions. Michelle is passionate about helping her clients make informed financial decisions and achieve their financial goals.
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.
1
2
MN
06/18/2024 - Present
Benjamin F. Edwards & Company, Inc. (Peterson MN)
MN
03/10/2022 - 09/08/2023
BENJAMIN F. EDWARDS & COMPANY, INC. (Plymouth MN)
MN
09/29/2017 - 03/17/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
MN
01/16/2013 - 09/21/2017
CHARLES SCHWAB & CO., INC. (EDINA MN)
MN
08/16/2011 - 07/24/2012
FINTEGRA, LLC (WINONA MN)
MN
08/22/2006 - 12/03/2010
WELLS FARGO INVESTMENTS, LLC (WINONA MN)
ND
09/28/2005 - 03/03/2006
WADDELL & REED, INC. (FARGO ND)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Boyum is the right advisor for you? Invested Better is here to help.
