Michael Philip Locher

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2012 → Present
  Edward Jones
  Tempe, AZ

Previous Registrations

• 2007-06-14 → 2011-08-24
  Edward Jones
  Union Grove, WI
  Phoenix, AZ
  St Louis, MO

Other Businesses

Type of business: Rental property Cedar Rapids, IA Start date: 8/1/2022 Landlord Hours per week: 1 Hours during trading: 1 Pay property taxes, communicate with tenant occasionally, schedule repairs when needed.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-04
• S63 Uniform Securities Agent State Law Examination
  2004-08-12

Other Names

• Michael Locher
• Mike Locher