Michael Hanewinkel (CRD# 6982996) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tempe, AZ and has over 5 years of experience in the finance industry. Michael Hanewinkel 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# 3044058
Ameriprise Financial Services, LLC
CRD# 6108988
Edelman Financial Engines
CRD# 3213291
Dynamic Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services | Tempe, AZ | Sep 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2018 - Sep 2023 | 5 |
| United States Postal Service | Mesa, AZ | Apr 2018 - Jul 2018 | < 1 |
| Fry's Food | Tempe, AZ | Mar 2018 - Apr 2018 | < 1 |
| Liberty National | Phoenix, AZ | Apr 2017 - Jan 2018 | < 1 |
| C2 Tactical | Tempe, AZ | Nov 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- AZ
- CA
-
Total Assets Under Management1,387MILLIONS
-
Total Number of Accounts3,901ACCOUNTS
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Average Account Value$355,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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