Michael Zurek
CRD Number: 6422380Current Firm: United Planners' Financial Services Of America A Limited Partner
Michael Zurek (CRD# 6422380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sweet Tees Print On Demand | Highland, MI | Oct 2022 - Current | 1 |
| Nichols Financial Inc/payroll Only | Milford, MI | Nov 2014 - Current | 9 |
| Michael Zurek Independent Insurance | Milford, MI | Sep 2014 - Current | 9 |
| Johnson University | Knoxville, TN | Feb 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- MI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- 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, WY
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