Michael Richey, financial advisor Carmel IN

Michael Richey

CRD Number: 6516558
Current Firm: Mj Retirement

Michael Richey (CRD# 6516558) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 4 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Procourse Fiduciary Advisors LLC Carmel, IN Jun 2019 - Current 4
Procourse Fiduciary Advisors, LLC Carmel, IN Nov 2018 - Current 5
Mml Investors Services Indianapolis, IN Aug 2015 - Current 8
Mass Mutual Life Insurance Company Indianapolis, IN May 2015 - Current 8
Student Zionsville, IN Jun 2005 - Current 18
Buckeye Corrugated Indianapolis, IN Jun 2017 - Oct 2018 1
Archway Technology Partners, LLC Indianapolis, IN Jul 2016 - Jun 2017 < 1
Student West Lafayette, IN Jan 2008 - Jun 2016 8
Westpoint Financial Group Indianapolis, IN May 2015 - Mar 2016 < 1
Paradigm Properties West Lafayette, IN Mar 2014 - May 2015 1
Scott Group Benefit Specialists LLC Indianapolis, IN May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Michael F. Richey
Phone Number: 317-805-7500
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,412
    MILLIONS
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $14,052,475
Compensation Options
  • A percentage of assets under your management
  • 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

IL, IN, KY, LA, MI, SC, WI

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