Michael Birchem (CRD# 2997071) is an Investment Advisor Representative working at Lpl Financial LLC in Mason City, IA and has over 26 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.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 6215243
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mason City, IA | Dec 2021 - Current | 2 |
| Fort & Schlegel Cpa, P.c. | Mason City, IA | Jan 2021 - Current | 3 |
| Avantax Advisory Services | Mason City, IA | Oct 2019 - Dec 2021 | 2 |
| Avantax Investment Services, Inc. | Mason City, IA | Oct 2019 - Dec 2021 | 2 |
| Avantax Insurance Services, Inc. | Mason City, IA | Jun 2004 - Dec 2021 | 17 |
| Renner & Birchem, Pc | Mason City, IA | Sep 1990 - Jan 2021 | 30 |
| 1st Global Advisors, Inc. | Mason City, IA | Jan 2004 - Oct 2019 | 15 |
| 1st Global Capital Corp. | Mason City, IA | Jan 1998 - Oct 2019 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
- IA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, VI, VT, WA, WI, WV, WY
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