MikeMusco- Financial Advisor Bend, OR

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About Mike Musco

A team of talented financial professionals, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown Wenatchee, WA, serving the Pacific Northwest.

See Disclosures

General Information

Firm Start Year

2013

CRD#

7834991

Firm CRD#

300142

Insurance License#

9871966

Name of Custodial Firm

SEI Private Trust Co.

States Licensed in

OR, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Work experience includes: MSFT Business and Finance Manager (~8yrs), Mortgage Originator/Broker (~8yrs), purchased/owned/sold multiple businesses & investment Real Estate, Financial Manager for Trustee/Fiduciary firm (2.5yrs).

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm

$75,000,000

Assets Managed by Advisor

$9,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Minimum Fee Charged for Managed Accounts

$1,000

Minimum Fee Charged for Hourly Planning Accounts

$3,000

Education

Bachelors of Science - Accounting

Western Governors University
01/01/2015 -5/31/2017

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892879/paladinregistry-Equilus-Group,-Inc-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Mike Musco

Equilus Group, Inc