Michael William Lahl

Employer firm

Vista Advisor Group, LLC CRD 307268

$315M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2010 → 09/2020
  Minnesota Life Insurance Co.
  St. Paul, MN
• 10/2010 → 09/2020
  Securian Financial Services
  St. Paul, MN
• 10/2010 → 09/2020
  Sgc Financial Services
  San Mateo, CA
• 09/2020 → Present
  Vista Advisor Group, Llc
  Walnut Creek, CA

Previous Registrations

• 2010-10-15 → 2020-10-01
  Securian Financial Services, Inc.
  San Ramon, CA
  San Mateo, CA

Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES; INSURANCE AGENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-09-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant