Michael Okeefe (CRD# 1465818) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 37 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 12th Street Asset Management | Nashville, TN | Jul 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- TN
- TX
-
Total Assets Under Management546MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$914,283
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, MS, NC, NH, NJ, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA
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