Michael ClearyCRD Number: 1144519
Current Firm: Cleary Gull Advisors Inc.
Michael Cleary (CRD# 1144519) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Cleary Gull Advisors Inc.||Milwaukee, WI||Mar 2003 - Current||15|
|Cleary Gull Inc.||Milwaukee, WI||Mar 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management2,292MILLIONS
Total Number of Accounts708ACCOUNTS
Average Account Value$3,237,757
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI