Michael Schlegel is a registered investment advisor, based in Farmington Hills, MI, with 26 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (1)
Criminal
March 2003Other Business Activities
Michael is an advisory representative of a Registered Investment Advisor (RIA) called CIRA, and spends nearly full-time on this role, including trading. He also works with Retirement & Wealth Strategies (RWS Financial Group) as a securities DBA and spends more than full-time on this role, including trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.
Exams
More Advisors
- Daniel Dusina, CFABlue Chip Partners, LLC
- Barry Weisberg, CFPMorgan Stanley
- Charles Milliken, CFPSpc
- Shawn Kelly, CFPMorgan Stanley
- Jack Riashi, CFPBloom Advisors
- Matthew Mondoux, CFA, CFPBlue Chip Partners, LLC