Michael Zeiter (CRD# 6861655) is an Investment Advisor Representative working at Foundations Financial Planning, LLC in Carthage, MO and has 1 year of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 1138058
On Investment Management Co
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Financial Planning, LLC | Carthage, MO | Sep 2017 - Current | 6 |
| Michael A Zeiter Cpa LLC | Carthage, MO | Mar 2017 - Current | 7 |
| Luxco, Inc. | St. Louis, MO | Jan 2016 - Mar 2017 | 1 |
| Wells Fargo Advisors | St. Louis, MO | Dec 2015 - Dec 2016 | 1 |
| Pricewaterhousecoopers | St. Louis, MO | Jul 2012 - Dec 2015 | 3 |
- MO
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$131,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
MO, TX
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