Michael
Young

Classic Asset Management, LLC

CRD#3242751
Investment Advisor
in Fargo, ND

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About this Advisor

Michael Young is a financial advisor based in Fargo, North Dakota, working with Classic Asset Management, LLC. Michael has previously held positions at Classic Asset Management LLC D/B/A Financial Strategies Group, Young Financial Services, Classic, LLC, Secure Asset Management, LLC, Aurora Securities, Inc, and Classic Holdings LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Dakota and Texas. Currently, Michael is part of Classic Asset Management, LLC, which operates out of Fargo, North Dakota. The firm has 1 office and 10 employees. The firm manages assets totaling $182.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Classic Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1220 28Th Avenue North
Fargo, ND 58102

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Classic Asset Management, LLC Brokerage Details

Total Assets Under Management

$182,120,000

ND Average: $301,464,358
Total Number of Employees

10

ND Average: 16
Total Number of Accounts

1,968

ND Average: 774
Average Account Size

$92,541

ND Average: $389,489

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Young Work History

2024 - Present (0 year)

Secure Asset Management, LLC

2024 - Present (0 year)

Aurora Securities, Inc

2013 - Present (11 years)

Classic, LLC

2011 - Present (13 years)

Classic Holdings LLC

2007 - Present (17 years)

Classic Asset Management LLC D/B/A Financial Strategies Group

1999 - Present (25 years)

Young Financial Services

Disclosures

Please visit the SEC profile of Michael Young 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 Classic Asset Management, LLC

Jameson Holehouse
Fargo, ND
Craig Rottman
Fargo, ND
Austin Avery
Fargo, ND
Michael Young
Fargo, ND
Douglas Schmitz
Fargo, ND

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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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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