Michael
Traxler

Michael Traxler Wealth Management, LLC

CRD#4275996
Investment Advisor
in New Prague, MN

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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

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

222 Main St. E.
New Prague, MN 56071

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Michael Traxler Wealth Management, LLC Brokerage Details

Total Assets Under Management

$115,425,000

MN Average: $5,289,111,388
Total Number of Employees

3

MN Average: 157
Total Number of Accounts

849

MN Average: 8,262
Average Account Size

$135,954

MN Average: $640,173

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.*

2017 - Present (7 years)

Michael Traxler Wealth Management, LLC

2016 - Present (8 years)

Private Partners, LLC

2011 - Present (13 years)

Wealth Management Building, LLC

2007 - Present (17 years)

Tenpoint Ranch, LLC

2005 - Present (19 years)

Michael Traxler Wealth Management, LLC

2007 - 2017 (10 years)

Nations Financial Group Inc Dba Michael Traxler Wealth Mangemen

2005 - 2017 (12 years)

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

Ernest Pepel
New Prague, MN
Michael Traxler
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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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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