Michael WoodCRD Number: 3161139
Current Firm: Next Financial Group, Inc.
Michael Wood (CRD# 3161139) is an Investment Advisor Representative working at Next Financial Group, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lejeune Puetz Investment Counsel
|Barbara Wood C.i.s., Inc.||Rochester, MI||May 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV