Michael NaumanCRD 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 19 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Landfall Financial Advisors, Inc.
|Sii Investments||Lancaster, OH||Dec 2010 - Current||6|
|Jones & Co, Llc Cpa||Lancaster, OH||May 2008 - Current||9|
|Jk Jones Financial Nework||Lancaster, OH||Jan 1998 - Current||19|
|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|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- 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
- 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
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