Michael
Van Der Velden
Usi Advisors
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About this Advisor
Michael Van Der Velden is a financial advisor based in Seattle, Washington, working with Usi Advisors. Michael has previously held positions at Kibble & Prentice Holding Company, M Holdings Securities, Inc, Usi Advisors, Inc, Usi Securities, Inc, and Usi Consulting Group, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Michael is part of Usi Advisors, which operates out of Seattle, Washington. The firm has 13 offices and 75 employees. The firm manages assets totaling $41.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Usi Advisors includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$41,618,061,377
75
1,348
$30,873,933
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michael Van Der Velden Work History
Usi Securities, Inc
Usi Advisors, Inc
Usi Consulting Group, Inc
M Holdings Securities, Inc
Kibble & Prentice Holding Company
Disclosures
Please visit the SEC profile of Michael Van Der Velden 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 Usi Advisors
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Knoxville, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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