Michael KelzenbergCRD Number: 2013121
Current Firm: U.s. Bancorp Investments, Inc.
Michael Kelzenberg (CRD# 2013121) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Madison, WI and has over 22 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|U.s. Bancorp Investments, Inc.||Madison, WI||Dec 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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