Michael Purdy is a registered investment advisor at Wacker & Associates, INC., based in Saint James, MN, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 183 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wacker & Associates charges a percentage of your portfolio for investment management. The exact fee is negotiable and depends on your needs, the type of account, the complexity of your situation, and the amount of assets they manage. Employees and family members of Wacker & Associates may receive discounted or waived fees. Qualified investors may be charged performance-based fees during profitable quarters.
Location
504 1st Ave S, Saint James, MN, 56081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wacker & Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Nathan & Lewis Securities, INC.Broker
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.