Michael Globenfelt, financial advisor Tampa FL
96 score

Michael Globenfelt

CRD Number: 1886619
Current Firm: Usaa Financial Planning Services

Michael Globenfelt (CRD# 1886619) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 10 years of experience in the finance industry. Michael Globenfelt 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.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors, Inc. Tampa, FL Mar 2011 - Current 5
Usaa Financial Planning Services Tampa, FL Mar 2011 - Current 5
Wachovia Securities, LLC Tampa, FL Apr 2008 - Mar 2011 2
Wachovia Bank, N.a. Tampa, FL Apr 2008 - Mar 2011 2
Suntrust Bank/suntrust Investment Services Tampa, FL May 2006 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Michael L. Globenfelt
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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