Michael Henry Huber

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2016 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sioux Falls, SD
• 06/2016 → 09/2016
  Self Employed, Private Yoga Instructor
  Sioux Falls, SD
• 10/2016 → 04/2018
  Bank Of America, N.A.
  Sioux Falls, SD
• 04/2020 → Present
  Portfolio Medics, Llc
  Bonita Springs, FL
• 06/2018 → Present
  Limestone Bookkeeping
  Sioux Falls, SD

Previous Registrations

• 2016-09-30 → 2018-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sioux Falls, SD
• 2015-11-11 → 2016-06-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aiken, SC
  Aiken, SC
  Franklin, TN
  Aiken, SC
• 2015-01-28 → 2015-11-13
  Avantax Advisory Services
  North Augusta, SC

Other Businesses

I*88505 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: Michael Huber INVESTMENT RELATED: N ADDRESS OF BUSINESS: Sioux Falls, SD 57110 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 06012016 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INSTRUCT YOGA TO INDIVIDUALS AND CLASSES ONE OR POSSIBLY TWO EVENINGS PER WEEK IN THE EVENINGS. I*112620 For profit or not for profit: Non-Profit Organization Name of outside business organization: National Kidney Foundation Investment related: N Address of business: Sioux Falls, South Dakota 57103 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/1/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Committee member for Kidney Walk in Sioux Falls FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: Cascade Yoga, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: Sioux Falls, SD 57110 NATURE OF BUSINESS: Consulting POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 06012020 NUMBER OF HOURS DEVOTED: 80 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Consulting and INSTRUCT YOGA TO INDIVIDUALS AND CLASSES ONE OR POSSIBLY TWO EVENINGS PER WEEK IN THE EVENINGS.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-11