Michael Oursler
Michael Oursler is a registered investment advisor at Janney Montgomery Scott LLC, based in Battle Creek, MI, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
15164 S. Helmer Road, Suite B, Battle Creek, MI, 49015
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Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Michael coaches youth baseball, collecting funds for uniforms, tournaments, and practice facilities. He spends minimal time on this activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Princor Financial Services CorporationBroker
State Farm Vp Management CORP.Broker
State Registrations26 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.