Michael Messmer (CRD# 6013216) is an Investment Advisor Representative working at Capital Preservation Group LLC in Milford, OH and has over 11 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Preservation Group LLC | Cincinnati, OH | Aug 2019 - Current | 4 |
| Golden Reserve, LLC | Dublin, OH | Oct 2017 - Jun 2019 | 1 |
| Nationwide Investment Services Corporation | Columbus, OH | Aug 2014 - Oct 2017 | 3 |
| American Income Life | Columbus, OH | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
- OH
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$236,617
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
OH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.