Michael Nauman, financial advisor Lancaster OH
96 score

Michael Nauman

CRD Number: 3035483
Current Firm: Sii Investments, Inc.

Michael Nauman (CRD# 3035483) is an Investment Advisor Representative working at Sii Investments, Inc. in Lancaster, OH and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sii Investments Lancaster, OH Dec 2010 - Current 6
Jones & Co, Llc Cpa Lancaster, OH May 2008 - Current 8
Jk Jones Financial Nework Lancaster, OH Jan 1998 - Current 18
Next Financial Group Lancaster, OH Jan 2004 - Dec 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Michael D. Nauman
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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