Michael OberheimCRD Number: 5336311
Current Firm: Bmo Harris Financial Advisors, Inc.
Michael Oberheim (CRD# 5336311) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Woodstock, IL and has over 9 years of experience in the finance industry.
Leonetti & Associates, LLC
Financial Elements, Inc.
|Bmo Harris Financial Advisors, Inc.||Woodstock, IL||Jul 2014 - Current||2|
|J.p. Morgan Securities LLC||Woodstock, IL||Oct 2012 - Jul 2014||1|
|Jpm Chase, Na||Woodstock, IL||May 2007 - Jul 2014||7|
|Chase Investment Services Corp||Woodstock, IL||May 2007 - Oct 2012||5|
|Usaa||Phoenix, AZ||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV