Michael Collegeman, financial advisor Charlotte NC
88 score

Michael Collegeman

CRD Number: 6414118
Current Firm: Edward Jones

Michael Collegeman (CRD# 6414118) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2014 - Current 2
Mariano's Fresh Market Vernon Hills, IL Jul 2014 - Nov 2014 < 1
Cardinal Health Waukegan, IL Jan 2014 - Oct 2014 < 1
Indiana University Foundation Telefund Bloomington, IN Mar 2012 - Dec 2013 1
Indiana University Foundation Telefund Bloomington, IN Sep 2011 - Mar 2012 < 1
Indiana University Bloomington, IN Aug 2010 - Sep 2011 1
Parkway West High School Ballwin, MO Sep 2007 - Aug 2010 2
Pro Pool Inc. Ballwin, MO Apr 2007 - Sep 2007 < 1
School Ballwin, MO Nov 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Michael T. Collegeman
Phone Number: 314-515-2000
Registered State(s):
  • IN
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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