Michael Spielmann is a registered investment advisor, based in Lafayette, LA, with 28 years of industry experience.
Location
102 Asma Blvd., Ste 108, Lafayette, LA, 70508
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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 an advisory representative of a RIA, dedicating about half of his time to this role. He is also an independent insurance agent for various companies and owns TwentyOak Financial Partners, spending nearly full-time hours on this DBA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Mutual Service CorporationBroker
Strategic Financial Concepts, LLC
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations6 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.