Michael Kraics (CRD# 2925230) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Londonderry, NH and has over 26 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cavanal Hill Dist. | Londonderry, NH | Oct 2021 - Current | 2 |
| Foreside Financial Services, LLC | Londonderry, ME | Jan 2021 - Sep 2021 | < 1 |
| Bmo Asset Management Corp. | Londonderry, NH | Dec 2020 - Sep 2021 | < 1 |
| Northern Trust Bank | Chicago, IL | Apr 2014 - Dec 2020 | 6 |
| Northern Trust Securities, Inc. | Chicago, IL | Apr 2014 - Dec 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CT
- DE
- ME
- MA
- NH
- NJ
- NY
- OK
- RI
- VT
-
Total Assets Under Management11,569MILLIONS
-
Total Number of Accounts2,265ACCOUNTS
-
Average Account Value$5,107,752
- A percentage of assets under your management
- 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
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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