Michael Myers, financial advisor Onalaska WI

Michael Myers

CRD Number: 6938885
Current Firm: Commonwealth Financial Network

Michael Myers (CRD# 6938885) is an Investment Advisor Representative working at Commonwealth Financial Network in Onalaska, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA May 2021 - Current 3
Voya Financial Advisors, Inc. Lacrosse, WI Mar 2020 - May 2021 1
Mml Investors Services Camp Douglas, WI Jun 2018 - Mar 2020 1
Mass Mutual Life Insurance Company Camp Douglas, WI May 2018 - Mar 2020 1
Mutual Of Omaha Insurance Company La Crosse, WI May 2018 - May 2018 < 1
Mutual Of Omaha Investor Services La Crosse, WI Apr 2018 - May 2018 < 1
It Make$ Cents! La Crosse, WI Sep 2016 - May 2018 1
University Of Wisconsin La Crosse La Crosse, WI Sep 2014 - May 2018 3
Forest Hill Golf La Crosse, WI May 2017 - Oct 2017 < 1
Pine Cove Bar And Grill New Lisbon, WI Jun 2015 - Sep 2016 1
Gecu La Crosse, WI Sep 2015 - May 2016 < 1
City Of New Lisbon New Lisbon, WI Jun 2015 - Sep 2015 < 1
Oakdale Credit Union Oakdale, WI Oct 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Michael Myers
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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