James Michael Taegel

Current Employers

Employment History

• 10/2012 → 10/2017
  National Planning Corporation
  Clinton Township, MI
• 10/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2012 → 10/2017
  National Planning Corporation
  Clinton Township, MI

Previous Registrations

• 2012-10-19 → 2017-10-19
  National Planning Corporation
  Clinton Twp, MI
  El Segundo, CA
  Lake Orion, MI
• 2009-09-04 → 2012-10-15
  Transamerica Financial Advisors, Llc
  Shelby Township, MI
• 2009-02-18 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Shelby Township, MI
  Shelby Township, MI

Other Businesses

1) 3008 Talcon CIr Lake Orion MI 48360. 4/15/2002. proprietor/ Insurance Agent. Not investment related. 2/weekly, 1/trading 2) Dooley Frattinin Larocca Taegel & Associates, LLC- DBA only/ Partner. 39600 Garfield Rd Ste e Clinton Township MI 48038. 10/31/2017. Investment related, 0/weekly, 0/trading 3) AccuRAte Financial Services, 3008 Talon CIR Lake Orion MI 48360. 3/1/2011. Marketing of fixed insurance products/partner. Not investment related, 1/weekly, 1/trading 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5.THE FINANCIAL WELLNESS PROJECT, 14563 COULEE DR, STERLING HEIGHTS, MI, 11/2019 AS CHAIRMAN OF THE BOARD OF DIRECTORS. NIR - 5/MO - 2/TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-12
• S63 Uniform Securities Agent State Law Examination
  2002-10-16

Other Names

• James Michael, Taeger
• James Michael, Taegel
• Jim Taegel