Michael Harter (CRD# 4466247) is an Investment Advisor Representative working at Rfm Financial Solutions, LLC in Mount Pleasant, MI and has 1 year of experience in the finance industry. Michael Harter 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.
CRD# 6270148
Independent Advisor Alliance, LLC
CRD# 2549311
Edward Jones
CRD# 6136605
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfm Financial Solutions, LLC | Mount Pleasant, MI | Oct 1999 - Current | 24 |
| Robert F. Murray & Company, Cpas | Mount Pleasant, MI | Oct 1991 - Current | 32 |
- MI
-
Total Assets Under Management139MILLIONS
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Total Number of Accounts630ACCOUNTS
-
Average Account Value$220,166
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
MI
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