Michael BoyceCRD Number: 1257446
Current Firm: Midwest Professional Planners, Ltd.
Michael Boyce (CRD# 1257446) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Cary, IL and has over 31 years of experience in the finance industry. Michael Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Midwest Professional Planners, Ltd.||Cary, IL||Apr 2013 - Current||4|
|Mppl Financial||Wausau, WI||Jan 2013 - Current||4|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Jun 2011 - Current||6|
|Crump Life Insurance Services||Cary, IL||Jun 2011 - Current||6|
|Midwest Professional Planners, Ltd.||Cary, IL||Jul 2004 - Current||13|
|Midwest Professional Planners, Ltd.||Cary, IL||Mar 1995 - Current||22|
|Midwest Professional Planners, Ltd.||Cary, IL||Mar 1994 - Current||23|
|Axa Advisors, LLC||New York, NY||Jan 2000 - Jun 2011||11|
|Axa Equitable Life Insurance Company||Cary, IL||Apr 1984 - Jun 2011||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Jun 1996|
Total Assets Under Management185MILLIONS
Total Number of Accounts1,663ACCOUNTS
Average Account Value$111,188
- 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
- Educational seminars/workshops
FL, IA, IL, MN, TX, WI
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