Michael
Halla

Tcfg Investment Advisors, LLC

CRD#2738221
Investment Advisor
in Manitowoc, WI

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About this Advisor

Michael Halla is a financial advisor based in Manitowoc, Wisconsin, working with Tcfg Investment Advisors, LLC. Michael has previously held positions at Sii Investments, Tcfg Insurance Solutions, LLC, Tcfg Wealth Management, LLC, and Tcfg Investment Advisors, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Wisconsin. Currently, Michael is part of Tcfg Investment Advisors, LLC, which operates out of Manitowoc, Wisconsin. The firm has 19 offices and 25 employees. The firm manages assets totaling $506.8 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tcfg Investment Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

100 Maritime Dr, Ste 3-A
Manitowoc, WI 54220

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Tcfg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$506,774,284

WI Average: $7,578,581,321
Total Number of Employees

25

WI Average: 43
Total Number of Accounts

2,441

WI Average: 3,727
Average Account Size

$207,609

WI Average: $2,033,427

Investment Advisory Services

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

Michael Halla Work History

2017 - Present (8 years)

Tcfg Insurance Solutions, LLC

2017 - Present (8 years)

Tcfg Wealth Management, LLC

2017 - Present (8 years)

Tcfg Investment Advisors, LLC

2012 - 2017 (5 years)

Sii Investments

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Disclosures

Please visit the SEC profile of Michael Halla 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 Tcfg Investment Advisors, LLC

Robert Milan
Canton, OH
Tommy Fausett
Laguna Niguel, CA
Don Dumas
Laguna Niguel, CA
Alysia Lindberg
Camarillo, CA
Michael Herlevi
Laguna Niguel, CA
Michael Halla
Manitowoc, WI
Willy Tan
La Habra, CA
Steven King
Laguna Niguel, CA

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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