Michael Rathnau (CRD# 4187542) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Homer Glen, IL and has over 23 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Homer Glen, IL | Aug 2018 - Current | 5 |
| Wellesley Asset Management, Inc. | Homer Glen, IL | Jul 2018 - Current | 5 |
| Principal Funds Distributor | Folsom, CA | Jan 2016 - Jun 2018 | 2 |
| Principal Life Insurance Company | Chicago, IL | Nov 2005 - Jun 2018 | 12 |
| Princor Financial Services Corporation | Chicago, IL | Dec 2005 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- MA
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Total Assets Under Management2,104MILLIONS
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Total Number of Accounts2,188ACCOUNTS
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Average Account Value$961,762
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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