Michael
Traxler
Michael Traxler Wealth Management, LLC
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About this Advisor
Michael Traxler is a financial advisor based in New Prague, Minnesota with 6 years of industry experience. Traxler currently works for Michael Traxler Wealth Management, LLC. Over the course of their career, Traxler has held roles at Nations Financial Group Inc Dba Michael Traxler Wealth Mangemen, Michael Traxler Wealth Management, LLC, Private Partners, LLC, Wealth Management Building, LLC and Tenpoint Ranch, LLC. Traxler maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Minnesota and Texas. Michael Traxler Wealth Management, LLC is an advisory firm that has its headquarters in New Prague, MN. It oversees $115 million in assets among its 849 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 849 customer accounts, just 7% are held by high-net-worth investors who have more than $1 million in investable assets. Michael Traxler Wealth Management, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on the financial services offered. Fee types billed by Michael Traxler Wealth Management, LLC most likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Michael Traxler Wealth Management, LLC Brokerage Details
$115,425,000
3
849
$135,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Traxler Work History
Michael has been registered as a financial advisor for 6 years.*
Michael Traxler Wealth Management, LLC
Private Partners, LLC
Wealth Management Building, LLC
Tenpoint Ranch, LLC
Michael Traxler Wealth Management, LLC
Nations Financial Group Inc Dba Michael Traxler Wealth Mangemen
Nations Financial Group Inc Dba Michael Traxler Wealth Mangemen
*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 Traxler 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 Michael Traxler Wealth Management, LLC
New Prague, MN
New Prague, MN
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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