Michael Anderson
Michael Anderson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Madison, WI, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2501 W Beltline Highway, Suite 401, Madison, WI, 53713
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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.
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Michael is the Squadron Commander for the 153rd Composite Squadron Civil Air Patrol USAF Auxiliary. This affiliation started in 2010 and requires about 10-20% of his time during securities trading hours.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Rml Anderson Group, LLC
Buttonwood Partners, INC.Broker
State Registrations19 states
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