Michael Bless
Michael Bless is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in Dallas, TX, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
5429 LBJ Freeway, Suite 750, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 1995Other Business Activities
Michael owns Vintage Arabian, a business focused on breeding, raising, and showing horses, as well as an art studio, dedicating about 10-30% of his time. He also owns Vintage Properties of TX, a real estate business with two rental houses, spending a few hours per week on it.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
State Registrations18 states
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
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