Daniel
Michels
Cbiz Investment Advisory Services, LLC
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About this Advisor
Daniel Michels is a financial advisor based in Minneapolis, Minnesota, working with Cbiz Investment Advisory Services, LLC. Daniel has previously held positions at Cbiz Benefits & Insurance Services, Inc and Cbiz Financial Solutions, Inc. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Ohio. Currently, Daniel is part of Cbiz Investment Advisory Services, LLC, which operates out of Minneapolis, Minnesota. The firm has 20 offices and 94 employees. The firm manages assets totaling $8.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Cbiz Investment Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Cbiz Investment Advisory Services, LLC Brokerage Details
$8,859,446,751
94
2,257
$3,925,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Michels Work History
Cbiz Financial Solutions, Inc
Cbiz Benefits & Insurance Services, Inc
Disclosures
Please visit the SEC profile of Daniel Michels 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 Cbiz Investment Advisory Services, LLC
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Philadelphia, PA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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