Paul MichelCRD Number: 5573836
Current Firm: Strategic Advisers, Inc.
Paul Michel (CRD# 5573836) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Southlake, TX and has over 6 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Fidelity Investments||Irving, TX||May 2012 - Current||5|
|Lincoln Financial Advisors||Fort Wayne, IN||Apr 2011 - Apr 2012||1|
|Arrow Fence Company||Fort Wayne, IN||Nov 2010 - Apr 2012||1|
|Strahm Group Inc.||Fort Wayne, IN||Nov 2010 - Feb 2011||< 1|
|Northwestern Mutual Investment Services, LLC||Fort Wayne, IN||Mar 2010 - Dec 2010||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2009 - Dec 2010||1|
|Unemployed||Fort Wayne, IN||Jun 2009 - Jul 2009||< 1|
|Ameriprise Financial||Fort Wayne, IN||Jan 2009 - May 2009||< 1|
|Purdue University||Fort Wayne, IN||Aug 2004 - Mar 2009||4|
|Unemployed||Fort Wayne, IN||Oct 2008 - Jan 2009||< 1|
|Hilliard Lyons||Fort Wayne, IN||Jul 2008 - Oct 2008||< 1|
|Blundall Associates||Fort Wayne, IN||Mar 2007 - Aug 2008||1|
|Fick's Dairy Farm||Fort Wayne, IN||Jun 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV
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