Michael Shillin, financial advisor Chippewa Falls WI
90 score

Michael Shillin

CRD Number: 5927156
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Shillin (CRD# 5927156) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Chippewa Falls, WI Aug 2014 - Current 2
Raymond James Financial Services Advisors Inc. Chippewa Falls, WI Aug 2014 - Current 2
Fries Financial Group LLC Chippewa Falls, WI Aug 2014 - Current 2
Edward Jones Cheppewa Falls, WI May 2011 - Aug 2014 3
Moen Sheehan And Meyer La Crosse, WI Sep 2010 - May 2011 < 1
University Of Wisconsin La Crosse La Crosse, WI Aug 2007 - May 2011 3
Van Lieshout Law Offices Little Chute, WI May 2009 - Sep 2010 1
Field Of Scenes Freedom, WI May 2009 - Aug 2010 1
Regal Cinemas Appleton, WI Apr 2006 - Aug 2009 3
University Of Wisconsin-la Crosse La Crosse, WI Aug 2008 - May 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Michael F. Shillin
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
90
Clean Record
This advisor has a clean track record with regulators.

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