Michael Pruitt (CRD# 5249437) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Sun Prairie, WI and has over 17 years of experience in the finance industry. Michael Pruitt 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# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mbe Wealth Management LLC | Sun Prairie, WI | Oct 2014 - Current | 9 |
| Us Air Force | Madison, WI | Aug 2012 - Current | 11 |
| Lpl Financial, LLC | Sun Prairie, WI | Oct 2014 - Sep 2018 | 3 |
| Bmo Harris Financial Advisors | Madison, WI | Aug 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- WI
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Total Assets Under Management725MILLIONS
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Total Number of Accounts4,786ACCOUNTS
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Average Account Value$151,580
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, IL, MI, MN, OH, SD, TX, VA, WI
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