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||1|
|The Prudential Insurance Company Of America||St. Louis Park, MN||Jun 2014 - Current||3|
|Pruco Securities LLC||St. Louis Park, MN||Jun 2014 - Current||3|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.