Michael Sallee, financial advisor Bloomington IN
88 score

Michael Sallee

CRD Number: 6357919
Current Firm: Msi Financial Services, Inc.

Michael Sallee (CRD# 6357919) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Bloomington, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Bloomington, IN Jan 2015 - Current 1
Metlife Securities Bloomington, IN Jun 2014 - Current 2
Sallee & Co Inc. (p.c.) Bedford, IN Jan 1990 - Jun 2014 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Michael E. Sallee
Phone Number: 800-638-8378
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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