Michael Muersch, financial advisor Downers Grove IL
73 score

Michael Muersch

CRD Number: 5369896
Current Firm: Principal Securities, Inc.

Michael Muersch (CRD# 5369896) is an Investment Advisor Representative working at Principal Securities, Inc. in Downers Grove, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Downers Grove, IL Feb 2008 - Current 8
Principal Life Insurance Company Downers Grove, IL Feb 2008 - Current 8
Union Financial Inc. Of Illinois Downer's Grove, IL Feb 2009 - Jun 2011 2
Park Avenue Securities Downers Grove, IL Aug 2007 - Feb 2008 < 1
Guardian Life Insurance Company Of America Downers Grove, IL Jun 2007 - Feb 2008 < 1
O'malley & Associates Downers Grove, IL May 2007 - Feb 2008 < 1
Unemployed Chicago, IL Apr 2007 - Jun 2007 < 1
Self Employed Chicago, IL Mar 2000 - Apr 2007 7
Independent Trader Chicago, IL Sep 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Nov 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Muersch
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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