Unclaimed
Paul Michael Oehrlein is a registered Investment Advisor Representative with Nisa Investment Advisors, LLC. Paul has been with Nisa Investment Advisors, LLC since May 2010 and is based in Saint Louis, MO. Paul is a Chartered Financial Analyst and holds the Series 3 exam. Paul has a total of 282 clients, with a total of $306,242,186,324 in assets under management. Paul's advisory services include portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
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2
MO
01/09/2018 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
BC
Issued 01/12/2018
Series 3 - National Commodity Futures Examination
Active
Inactive
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