Michael UrchCRD Number: 6207523
Current Firm: Md Financial / Vestment Financial
Michael Urch (CRD# 6207523) is an Investment Advisor Representative working at Md Financial / Vestment Financial in Chanhassen, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Md Financial / Vestment Financial||Chanhassen, MN||Jun 2016 - Current||2|
|The Prudential Insurance Company Of America||St. Louis Park, MN||Jun 2014 - Current||4|
|Pruco Securities LLC||St. Louis Park, MN||Jun 2014 - Current||4|
|Bethel University||St. Paul, MN||Sep 2010 - Jun 2014||3|
|The Prudential Insurance Company Of America||St. Louis Park, MN||Jun 2013 - May 2014||< 1|
|Walmart||Garden City, SC||Jun 2012 - Aug 2012||< 1|
|Mcneilus Truck Manufacturing||Dodge Center, MN||Jun 2011 - Aug 2011||< 1|
|Mcneilus Truck Manufacturing||Dodge Center, MN||Jun 2010 - Aug 2010||< 1|
|Byron School District||Byron, MN||Sep 2002 - Jun 2010||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management29MILLIONS
Total Number of Accounts899ACCOUNTS
Average Account Value$32,453
- 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
- Pension consulting services
MA, MN, NH, RI, TX
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