Michael Albrecht (CRD# 6276104) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 7 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6736071
Creativeone Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Kalamazoo, MI | Nov 2021 - Current | 2 |
| Transamerica Investors Securities Corporation | Denver, CO | Aug 2017 - Nov 2021 | 4 |
| Transamerica Retirement Solutions | Denver, CO | Aug 2017 - Nov 2021 | 4 |
| Transamerica Capital Inc. | Denver, CO | Nov 2015 - Jul 2017 | 1 |
| Ridgeview Golf Course | Kalamazoo, MI | May 2011 - Oct 2015 | 4 |
| Oppenheimer & Company Inc. | Kalamazoo, MI | Nov 2013 - Apr 2015 | 1 |
| Western Michigan University | Kalamazoo, MI | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- MI
- TX
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Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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