Michael
Oursler
Janney Montgomery Scott LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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.*
Janney Montgomery Scott LLC
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.
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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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