Michael Kobs is a registered investment advisor, based in Wayzata, MN, with 37 years of industry experience.
Location
2648 Casco Point Road, Wayzata, MN, 55391
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including insurance sales (indexed annuities, LTC), real estate/rental property management, and business consulting. He dedicates a few hours per week to most activities, with about 10-20% of his time spent on MRK Management Services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Marquette Financial Group, INC.Broker
Offerman & CO., INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations43 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.