Michael BreslinCRD Number: 1344207
Current Firm: Invest Financial Corporation
Michael Breslin (CRD# 1344207) is an Investment Advisor Representative working at Invest Financial Corporation in Orland Park, IL and has over 25 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
Forum Financial Management, LP
|Marquette Bank||Romeoville, IL||Oct 2007 - Current||10|
|Invest Financial Corporation||Burr Ridge, IL||Apr 1997 - Current||20|
|Invest - Mike Breslin||Burr Ridge, IL||Mar 2001 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
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
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