Michael
Richardt
Asset Management Strategies, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Richardt is a financial advisor who works out of Lafayette, Indiana who has 3 years of relevant experience. Richardt is an employee of Asset Management Strategies, Inc. Over the course of their career, they have held roles at Edward Jones, Sheaff Brock Investment Advisors, LLC, Guardian Life Insurance Company, Park Avenue Securities and Allstate Insurance Company. Richardt maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Asset Management Strategies, Inc is an advisory firm operating out of Indianapolis, IN. The company has offices in two locations and a total of eight people on staff. It controls $147 million in assets under management across its 1,767 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Asset Management Strategies, Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the type of financial services offered. Fees charged by Asset Management Strategies, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Asset Management Strategies, Inc Brokerage Details
$146,885,632
8
1,767
$83,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Richardt Work History
Michael has been registered as a financial advisor for 3 years.*
Allstate Insurance Company
Guardian Life Insurance Company
Park Avenue Securities
Edward Jones
Sheaff Brock Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Richardt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Management Strategies, Inc
Lafayette, IN
Indianapolis, IN
Indianapolis, IN
Lafayette, IN
Lafayette, IN
Frankfort, IN
Indianapolis, IN
Lafayette, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
