Michael Boyce, financial advisor Cary IL
96 score

Michael Boyce

CRD 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 30 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.

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Professional Designations
Company Name Location Dates Years
Midwest Professional Planners, Ltd. Cary, IL Apr 2013 - Current 3
Mppl Financial Wausau, WI Jan 2013 - Current 3
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jun 2011 - Current 5
Crump Life Insurance Services Cary, IL Jun 2011 - Current 5
Midwest Professional Planners, Ltd. Cary, IL Jul 2004 - Current 12
Midwest Professional Planners, Ltd. Cary, IL Mar 1995 - Current 21
Midwest Professional Planners, Ltd. Cary, IL Mar 1994 - Current 22
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
Contact Info for Michael J. Boyce
Phone Number: 715-848-3474
Registered State(s):
  • IL
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
Types of Clients
Registered States


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

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