MP
MP

Michael Page

33 Years of Experience
Crystal Lake, IL
Broker

Michael Page is a registered investment advisor at Prospera Financial Services, INC., based in Crystal Lake, IL, with 33 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
283 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.

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Location

457 Coventry Lane, Suite 113, Crystal Lake, IL, 60014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael owns a rental property since January 2025, purchased for his son. This requires minimal time.

Employment History
Current Registrations
Prospera Financial Services, INC.
August 2019 - Present · 6 yrs 11 mos
Prospera Financial Services, INC.Broker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
July 2013 - August 2019 · 6 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
July 2013 - August 2019 · 6 yrs 1 mo
Wells Fargo Advisors, LLC
July 2003 - July 2013 · 10 yrs
Wells Fargo Advisors, LLCBroker
July 2003 - July 2013 · 10 yrs
Prudential Securities IncorporatedBroker
May 2000 - July 2003 · 3 yrs 2 mos
Prudential Securities Incorporated
May 2000 - July 2003 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - May 2000 · 3 yrs 2 mos
Citicorp Investment ServicesBroker
May 1994 - March 1997 · 2 yrs 10 mos
Mesa Securities CorporationBroker
May 1988 - August 1989 · 1 yr 3 mos
First Investors CorporationBroker
February 1988 - May 1988 · 3 mos
State Registrations19 states
AZCACOFLGAILINMAMIMONCOHPARISCTNTXWAWI
AdvisorBrokerBoth

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 Page - Financial Advisor | TrueAdvisor