Michael Mai, financial advisor Eau Claire WI
87 score

Michael Mai

CRD Number: 4548625
Current Firm: Honkamp Krueger Financial Services Inc.

Michael Mai (CRD# 4548625) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Eau Claire, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Honkamp Krueger Financial Services, Inc. Dubuque, IA Dec 1999 - Current 17
Bauman Associates Eau Claire, WI Jan 1978 - Current 38

Michael Mai has no recent exams reported.
Contact Info for Michael R. Mai
Phone Number: 563-582-2855
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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