Michelle Ann Keyzer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → Present
  Raymond James Financial Services, Inc.
  Princeton, WI
• 06/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Wisconsin Rapids, WI
• 07/2013 → Present
  M&M Financial Services
  Wisconsin Rapids, WI

Other Businesses

(1)Name of Business: M&M Financial Services Address: 104 E. Main St, Princeton, WI, 54968, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company for our RJ office (2)Name of Business: Touring and Cruises Address: 9111 Bainbridge Trail, Wisconsin Rapids, WI, 54494, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 03/04/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be booking travel for friends and family

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-26

Other Names

• Michelle A Calbaum
• Michelle Ann Calbaum
• Michelle Ann Michael