Michael Edward Neaton

Current Employers

Employment History

• 10/2012 → 02/2019
  Thrivent Investment Management Inc
  Mount Clemens, MI
• 01/2013 → 02/2019
  Thrivent Financial For Lutherans
  Appleton, WI
• 02/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 02/2019 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 08/2024 → Present
  Osaic Wealth, Inc.
  Auburn Hills, MI

Previous Registrations

• 2018-05-07 → 2019-02-04
  Thrivent Investment Management Inc.
  Mount Clemens, MI
  Detroit, MI
  Sterling Heights, MI

Other Businesses

1)One Digital Wealth Advisor;investment related;employee of One Digital Wealth Advisor;wealth advisor;2/1/2020;50 hrs/month;6.5 hrs during trading;education to plan sponsors,financial planning,investment advice to clients 2) LHSA BOARD POSITION: Board Member NATURE: I am non paid board Member of my graduating high school board. I am vote on policy and board approvals for the LHSA> INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 1100 Bagley Ave, Rochester Hills MI 48309, United States DESCRIPTION: I am to listen to the board super intendent and other board members. We vote on policy when it comes education, facilities, Student behavior, other school issues. 3) MICHAEL NEATON INSURANCE AGENT POSITION: Insurance Agent NATURE: From time to time a client might want to purchase long Term Care, DI, Wl, Term or Fixed Annuities from me. I place those products a few times a year for some clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/06/2013 ADDRESS: 900 N SQUIRREL RD, STE 120, Auburn Hills MI 48326, United States DESCRIPTION: Determine if a fixed or NON variable insurance product is suitable and shop different carries to make sure the client has a good product that meets there insurance needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-23
• S63 Uniform Securities Agent State Law Examination
  2011-10-14

Designations

Other Names

• Michael Neaton