Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Townsquare Capital, LLC

location

PROVO, UT

0 Disclosures

ADVISOR BIO

Michael James Folker is an investment advisor representative associated with Townsquare Capital, LLC. Michael has 9 years of experience in the securities industry. Michael holds Series 63 and 65 licenses and has passed the SIE and Series 7 exams. Michael’s current employment is with Townsquare Capital, LLC, where he is registered with the state of Idaho and Utah. Michael previously worked with Allegis Investment Advisors, LLC and Allegis Investment Services, LLC. Michael has provided investment advice to a variety of clients including corporations, individuals, pooled investment vehicles, and other investment advisors.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh - South Hills, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward Horan is a registered investment advisor with Robert W. Baird & Co. Inc., located in Pittsburgh - South Hills, Pennsylvania. Michael has been in the financial services industry since November 23, 2015. Michael holds the Series 66, Series 7 and SIE licenses. Michael specializes in providing a range of financial services to a diverse client base, including individuals, businesses, and institutions. Michael's experience and expertise allow them to help clients achieve their financial goals, and they are dedicated to providing personalized service and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Formidable Asset Management, LLC

location

Vero Beach, FL

disclosure

4 Disclosures

ADVISOR BIO

Michael Massey is a financial advisor with Formidable Asset Management, LLC. Michael has been in the financial services industry since 1998. He has a wide range of experience in financial planning, portfolio management, and investment advisory services. Michael holds the Series 66, Series 7, Series 9, and Series 10 licenses. He is also a registered investment advisor in the state of Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Donaldson Capital Management LLC

location

EVANSVILLE, IN

0 Disclosures

ADVISOR BIO

Michael Hull is a registered Investment Advisor Representative with Donaldson Capital Management LLC. Michael has been in the financial services industry since February 1997. Michael is licensed in Indiana. Donaldson Capital Management LLC is a fee-based investment advisor firm located in Evansville, Indiana. The firm provides a wide range of advisory services including portfolio management, financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages approximately $2.68 billion in assets for individuals, families, businesses, charitable organizations, insurance companies, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO AND INVESTMENT CONSULTATION SERVICES.
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Integrated Advisors Network LLC

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Michael Young is a financial advisor with over 25 years of experience in the industry. Michael is a Registered Principal with Integrated Advisors Network LLC. Michael has a broad range of experience in the financial services industry, having held positions at several firms, including First Financial Equity Corporation, Aspen Equity Partners, LLC, and EDI Financial, Inc. Michael has a proven track record of success in providing investment advice to individuals, families, and institutions. Michael holds a Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, and Series 55 licenses. Michael is also a Certified Financial Plannerâ„¢ professional. Michael is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

DULUTH, MN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stellmaker is an investment advisor representative at RBC Capital Markets, LLC. Michael has been in the industry since 1999. Michael is registered to offer investment advice in 40 states. Michael is also a registered representative, and is licensed to sell securities in 40 states. Michael has passed the Series 63, Series 65, Series 7, and SIE exams. Michael has experience with portfolio management for individuals and businesses, as well as pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

EMERYVILLE, CA

0 Disclosures

ADVISOR BIO

Michael Mondloch is an Investment Advisor Representative with Interfunds. Michael is registered with the state of California. Michael has been in the industry since January 1995. Michael has passed the Series 2 exam and specializes in Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

Millersville, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Scott Frank is a financial advisor with T. Rowe Price Associates, Inc. based in Millersville, MD. Michael has over 27 years of experience in the financial services industry. Michael has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Michael specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael is also a Registered Investment Advisor (RIA). Michael has a wide range of experience with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MacQuarie Investment Management Business Trust

location

PHILADELPHIA, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Simons is a financial professional with over twenty years of experience in the industry. Michael is currently registered with Macquarie Investment Management Business Trust. Prior to this role, Michael held positions at several firms including Miller Tabak + Co., LLC, Labranche Financial Services, Inc., VIE Securities, LLC, VIE Institutional Services, Inc., Vanguard Marketing Corporation and SEI Investments Distribution Co.. Michael is licensed in all 50 states as well as Puerto Rico. Michael's areas of specialization include securities, investment advisory, and banking.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

WELLESLEY HILLS, MA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Papelian Villa is an investment advisor representative with RBC Capital Markets, LLC based in Wellesley Hills, MA. Michael has been in the industry since December 2022 and has a total of 2 state exams and 2 product exams. Michael previously worked at Equitable Advisors, LLC. Michael specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Michael also has experience with portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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