Michael Schlegel is a registered investment advisor, based in Stow, OH, with 25 years of industry experience.
Location
3749 Fishcreek Rd., Suite A, Stow, OH, 44224
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Regulatory History (1)
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Criminal
March 2003Final Disposition
Other 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
August 2019 - Present · 6 yrs 9 mos
Cambridge Investment Research Advisors, INC.
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Waddell & Reed
January 2013 - July 2019 · 6 yrs 6 mos
Waddell & ReedBroker
January 2013 - July 2019 · 6 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - January 2013 · 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.
June 2006 - October 2012 · 6 yrs 4 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
September 2001 - July 2005 · 3 yrs 10 mos
American Express Financial Advisors INC.Broker
March 2000 - July 2001 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
March 2000 - July 2001 · 1 yr 4 mos
State Registrations9 states
FLMDMINCNVOHSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.