Michael Otterson (CRD# 5143631) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Hartford, CT and has over 17 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Investment Management, Inc. | Bountiful, UT | Nov 2023 - Current | < 1 |
| 3d/l Capital Management, LLC | Bountiful, UT | Dec 2020 - Current | 3 |
| 3d Asset Management, Inc. | Hartford, CT | Mar 2020 - Dec 2020 | < 1 |
| Pogson & Matt Wealth Management Group, LLC | Bountiful, UT | Jan 2019 - Mar 2020 | 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jan 2019 | < 1 |
| Fidelity Brokerage Services, LLC | Salt Lake City, UT | Mar 2018 - Jan 2019 | < 1 |
| Unemployed/looking For Work | Bountiful, UT | Jan 2018 - Mar 2018 | < 1 |
| Auric Solar | West Valley City, UT | Jun 2017 - Dec 2017 | < 1 |
| Transamerica Investors Securities Corporation | North Slat Lake, UT | Sep 2014 - Jun 2017 | 2 |
| Transamerica Retirement Solutions | North Salt Lake, UT | Sep 2014 - Jun 2017 | 2 |
| Fidelity Brokerage Services, LLC | Salt Lake City, UT | Apr 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management2,012MILLIONS
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Total Number of Accounts13,073ACCOUNTS
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Average Account Value$153,898
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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