Michael Henzes (CRD# 4032996) is an Investment Advisor Representative working at Open Wealth Network in Pottstown, PA and has over 16 years of experience in the finance industry. Michael Henzes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intuit, Inc. | Moutain View, CA | Jan 2020 - Current | 4 |
| M3l Business Development Llc Dba Open Wealth Network | Pottstown, PA | Oct 2018 - Current | 5 |
| Royal Alliance Associates, Inc. | New York, NY | Jan 2015 - Dec 2018 | 3 |
| Retirement Advisory Services Corp. | Fort Washington, PA | Jan 2015 - Oct 2017 | 2 |
| Mainline Financial Advisors, LLC | Pottstown, PA | Jan 2010 - Dec 2014 | 4 |
| Fsc Securities Corporation | Pottstown, PA | Jan 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- PA
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Total Assets Under Management36MILLIONS
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Total Number of Accounts165ACCOUNTS
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Average Account Value$219,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA
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