Michael Stendahl is a registered investment advisor at Cfg Retirement, based in Edina, MN, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 367 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4550 W 77th Street, Suite 380, Edina, MN, 55435
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 ActivitiesSells Insurance
Michael works as an insurance agent for CFG Retirement, providing insurance sales and services since 2021. This takes about a quarter of his time, both during and outside of securities trading hours.
Employment History
Current Registrations
Cfg Retirement
Previous Registrations
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Brookstone Securities, INC.Broker
Noble International Investments, INC.Broker
First American Securities, INC.Broker
UBS Financial Services INC.Broker
Assent LLCBroker
Andover Brokerage, L.L.C.Broker
Melvin Specialists, L.L.C.Broker
Service Asset Management CompanyBroker
U.S. Bancorp Piper Jaffray INC.Broker
Olde Discount CorporationBroker
Fbs Investment Services, INC.Broker
All-Tech Investment Group, INC.Broker
State Registrations1 state
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.