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Michelle Keyzer

22 Years of Experience
Wisconsin Rapids, WI
Broker

Michelle Keyzer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wisconsin Rapids, WI, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2821 8th Street, Wisconsin Rapids, WI, 54494

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michelle is the owner of M&M Financial Services, a support company for their RJ office, dedicating minimal time. She also works as an independent contractor booking travel for friends and family, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 17 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2003 - Present · 23 yrs 2 mos
State Registrations23 states
ALAZCAFLIAILINKSMAMEMIMNMTNCNVNYOHOKORPATXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michelle Keyzer - Financial Advisor | TrueAdvisor