Michael Hartlieb (CRD# 7228253) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 4 years of experience in the finance industry. Michael Hartlieb 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.
CRD# 6076403
Nuveen Asset Management, LLC
CRD# 1024799
Stifel, Nicolaus & Company, Incorporated
CRD# 5690890
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | Chicago, IL | Aug 2019 - Current | 4 |
| University Of Wisconsin | Madison, WI | Aug 2015 - May 2019 | 3 |
| Baker Tilly Virchow Krause | Madison, WI | Feb 2019 - Apr 2019 | < 1 |
| Plante Moran Financial Advisors | Chicago, IL | Jun 2018 - Aug 2018 | < 1 |
| Googins Advisors | Madison, WI | Mar 2017 - Mar 2018 | 1 |
| University Of Wisconsin | Madison, WI | Feb 2016 - Mar 2018 | 2 |
| Centegra Health Systems | Woodstock, IL | Jun 2016 - Aug 2016 | < 1 |
| Marian Central Catholic High School | Woodstock, IL | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- IL
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- 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
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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