Michael Lobeck is a registered investment advisor, based in Portage, IN, with 20 years of industry experience.
Location
3159 Willowcreek Rd, Portage, IN, 46368-4446
Get directionsHistory
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 Activities
Michael owns an outside business activity to capture past business renewals and commissions on contracts written with various companies, acting as a servicing agent. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Harbour Investments, INC.Broker
Fifth Third Securities, INC.Broker
Natcity Investments, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.