Michael Dreyer, financial advisor Appleton WI

Michael Dreyer

CRD Number: 5820661
Current Firm: Harbour Investments, Inc.

Michael Dreyer (CRD# 5820661) is an Investment Advisor Representative working at Harbour Investments, Inc. in Appleton, WI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Dreyer Wealth Management LLC Appleton, WI Apr 2016 - Current 8
Harbour Investments Madison, WI Sep 2013 - Current 10
Dreyer & Associates Appleton, WI Feb 2013 - Current 11
Pdi Financial Group Appleton, WI Dec 2010 - Dec 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Michael J. Dreyer
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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