Michael
Oursler

Janney Montgomery Scott LLC

CRD#3193285
Investment Advisor
in Battle Creek, MI

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About this Advisor

Michael Oursler is a financial advisor working in Battle Creek, Michigan who has 5 years of relevant experience. Oursler is currently employed by Janney Montgomery Scott LLC. Their career trajectory has included roles at Raymond James & Associates and Janney Montgomery Scott LLC. Oursler has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Michigan, Texas and Wisconsin. Janney Montgomery Scott LLC is a financial advisory business headquartered in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 people on staff. It oversees $73 billion in total assets between its 216,397 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 1,526 charitable organizations. Of its 216,397 accounts, 31% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely vary depending on which services the firm provides the client. Fee types billed by Janney Montgomery Scott LLC likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

15164 S. Helmer Road Suite B
Battle Creek, MI 49015

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

MI Average: $15,833,994,310
Total Number of Employees

2,242

MI Average: 41
Total Number of Accounts

216,397

MI Average: 3,342
Average Account Size

$337,346

MI Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Oursler Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Janney Montgomery Scott LLC

2004 - 2018 (14 years)

Raymond James & Associates

*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 Oursler 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 Janney Montgomery Scott LLC

James Rachlin
Toms River, NJ
Jeffrey Purdon
Atlanta, GA
Charles Noble
New Haven, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Carmine Tango
Bedminster, NJ
Jeffrey Schultz
Atlanta, GA
Aaron Byrd-Leitner
Philadelphia, PA

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.

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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.

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