MM
ChFC
MM
ChFC

Michael Maierle

25 Years of Experience
Bozeman, MT
1 DisclosureMay Earn CommissionSells Insurance

Michael Maierle is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bozeman, MT, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

777 East Main Street, Suite 202, Bozeman, MT, 59715

Get directions

History

Regulatory History (1)
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Customer Dispute
December 2014
Settled
Other Business ActivitiesSells Insurance

Michael is an agent at Maierle Consultants, Inc. since 2017, where he analyzes, presents, sells, and services life insurance, disability income, and fixed annuities, dedicating about a quarter to about half of his time. He is also an independent contractor for Palisade Financial as a life insurance specialist, dedicating at least half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
April 2000 - September 2013 · 13 yrs 5 mos
State Registrations1 state
MT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Maierle - Financial Advisor | TrueAdvisor