Michael BirchemCRD 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 19 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.
Northwestern Mutual Investment Services,llc
Cambridge Investment Research Advisors, Inc.
Securities America Advisors, Inc.
|1st Global Insurance Services, Inc.||Mason City, IA||Jun 2004 - Current||13|
|1st Global Advisors, Inc.||Mason City, IA||Jan 2004 - Current||14|
|1st Global Capital Corp.||Mason City, IA||Jan 1998 - Current||20|
|Renner & Birchem, Pc||Mason City, IA||Sep 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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