Michael Senglaub
Michael Senglaub is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Delafield, WI, with 7 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
3960 Hillside Dr., Ste. 201, Delafield, WI, 53018
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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 Wisconsin insurance agent selling various insurance products since 2018, dedicating minimal time to this. He is also a registered representative at Senglaub Financial Group, using a DBA for marketing securities and advisory services, which takes about a quarter of his time. Michael also serves on the board of Catholic Community - Land Development Project and Institute for Human Stewardship, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations4 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.