Michael Birchem, financial advisor Mason City IA
96 score

Michael Birchem

CRD Number: 2997071
Current Firm: 1st Global Advisors Inc.

Michael Birchem (CRD# 2997071) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Mason City, IA and has over 18 years of experience in the finance industry. Michael Birchem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
1st Global Insurance Services, Inc. Mason City, IA Jun 2004 - Current 12
1st Global Advisors, Inc. Mason City, IA Jan 2004 - Current 12
1st Global Capital Corp. Mason City, IA Jan 1998 - Current 18
Renner & Birchem, Pc Mason City, IA Sep 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Contact Info for Michael J. Birchem
Phone Number: 214-294-5000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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, VI, 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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