Michael Flynn, financial advisor Capitola CA

Michael Flynn

CRD Number: 4589888
Current Firm: Eagle Strategies LLC

Michael Flynn (CRD# 4589888) is an Investment Advisor Representative working at Eagle Strategies LLC in Capitola, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Biggr Wealth Strategies And Insurance Solutions, LLC Capitola, CA Feb 2023 - Current 1
Flynn Wealth Strategies And Insurance Solutions, Inc. Capitola, CA Dec 2014 - Current 9
Nylife Securities Inc. San Jose, CA Jun 2005 - Current 18
New York Life Insurance Company San Jose, CA Feb 2005 - Current 19
Flynn Financial And Insurance Services Capitola, CA Mar 2010 - Dec 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2007
S63 Uniform Securities State Law Examination Jun 2005
Contact Info for Michael J. Flynn
Phone Number: (888) 695-3245
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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