Michael DistefanoCRD Number: 3126066
Current Firm: Changepath, LLC
Michael Distefano (CRD# 3126066) is an Investment Advisor Representative working at Changepath, LLC in Mequon, WI and has over 23 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Change Path LLC||Leawood, KS||Jun 2018 - Current||3|
|Unemployed||N/a, WI||Sep 2017 - Jun 2018||< 1|
|Riverwater Partners LLC||Mequon, WI||May 2016 - Sep 2017||1|
|Consulting||Milwaukee, WI||Jul 2015 - Apr 2016||< 1|
|Heartland Advisors||Milwaukee, WI||Jul 2004 - Jun 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,972MILLIONS
Total Number of Accounts12,030ACCOUNTS
Average Account Value$163,940
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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