MA
MA

Michael Albrecht

9 Years of Experience
Kalamazoo, MI
Broker

Michael Albrecht is a registered investment advisor at Raymond James & Associates, INC., based in Kalamazoo, MI, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

161 East Michigan Ave, Suite 600, Kalamazoo, MI, 49007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2021 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Transamerica Retirement Advisors, LLC
November 2017 - December 2021 · 4 yrs 1 mo
Transamerica Investors Securities CorporationBroker
August 2017 - December 2021 · 4 yrs 4 mos
Transamerica Capital, INC.Broker
January 2017 - August 2017 · 7 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.