Michael Vaubel (CRD# 6559106) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 6 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capitol Lakes Financial | Madison, WI | Sep 2016 - Current | 7 |
| Yelp | Chicago, IL | Jun 2016 - Aug 2016 | < 1 |
| Capitol Lakes Financial | Madison, WI | Sep 2015 - May 2016 | < 1 |
| Uw Madison | Madison, WI | May 2015 - Sep 2015 | < 1 |
| Unemployed | Na, WI | Oct 2014 - May 2015 | < 1 |
| Tuscumbia Country Club | Green Lake, WI | Jun 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- WI
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts728ACCOUNTS
-
Average Account Value$122,227
- 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
- Other
IL, WI
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