Michael Putterman
Michael Putterman is a CFP-designated registered investment advisor at Dream Bigger Financial, LLC, based in Milwaukee, WI, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Advisory fee may be negotiated or eligible to be waived, at the discretion of DBFL.
Fee Estimator
Location
725 W Freshwater Way, 404, Milwaukee, WI, 53204
Get directionsHistory
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 licensed insurance agent, offering life and disability insurance consultations. He also provides student loan consultations for a one-time fee.
Employment History
Current Registrations
Dream Bigger Financial, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.