Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lynn Bauer is a financial professional with over 20 years of experience in the industry. Michelle is registered with USA Financial Securities LLC in multiple states. Michelle holds Series 6, 63, and 65 licenses, as well as the SIE exam. Michelle previously worked for Packerland Brokerage Services, Inc., Next Financial Group, Inc., Investors Capital Corp., and United Securities Alliance, Inc. Michelle is also a notary public and owner of Council Tree Financial, LLC. Michelle specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/12/2024 - Present
USA Financial Securities LLC (ADA MI)
WI
05/07/2009 - 09/02/2010
PACKERLAND BROKERAGE SERVICES, INC. (NEENAH WI)
WI
09/18/2006 - 06/01/2009
NEXT FINANCIAL GROUP, INC. (NEENAH WI)
WI
12/12/2001 - 09/19/2006
INVESTORS CAPITAL CORP. (NEENAH WI)
CO
05/29/2001 - 10/29/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 02/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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