Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Sedlacek is a financial advisor with Charles Schwab & CO., Inc. based in Edina, MN. Michelle has over 10 years of experience in the financial services industry. Michelle is licensed in Minnesota and Wisconsin. Michelle specializes in providing financial planning services to individuals, businesses, and trusts. Michelle is committed to helping clients achieve their financial goals and provide advice to clients on retirement planning, education planning, and estate planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MN
09/28/2022 - Present
Charles Schwab & CO., Inc. (Edina MN)
MN
05/13/2021 - 12/22/2021
LPL FINANCIAL LLC (Maple Grove MN)
KS
05/17/2019 - 08/04/2021
WADDELL & REED (OVERLAND PARK KS)
MN
08/03/2018 - 05/07/2019
MUTUAL SECURITIES, INC. (ALBERT LEA MN)
MN
01/20/2017 - 08/02/2018
CHARLES SCHWAB & CO., INC. (ST. PAUL MN)
MN
03/24/2016 - 12/27/2016
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
MN
08/12/2013 - 04/04/2016
CHARLES SCHWAB & CO., INC. (ST. PAUL MN)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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