Michael Friedlander is a CFP-designated registered investment advisor, based in Willoughby Hills, OH, with 23 years of industry experience.
Location
34500 Chardon Rd., ste #3, Willoughby Hills, OH, 44094
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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 a registered field assistant and insurance assistant at Otium Financial Planners, dedicating nearly full-time hours to developing insurance and financial plans. He also assists in developing financial plans through Kestra Advisory Services, LLC, spending a few hours per week. Additionally, Michael is a board member of Otium Financial Planners, Inc., spending minimal time providing oversight to the company's operations.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Horace Mann Investors INCBroker
Horace Mann Investors INCBroker
State Registrations2 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.