Michael Edward Maierle

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Bozeman, MT
• 01/2017 → Present
  Maierle Consultants, Inc.
  Bozeman, MT

Previous Registrations

• 2000-04-03 → 2013-09-06
  Mml Investors Services, Llc
  Bozeman, MT
  Bozeman, MT

Other Businesses

(1)Name of Business: Palisade Financial Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/13/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Life insurance specialist through RJFS and part of Palisade Financial Team (2)Name of Business: Palisade Financial Address: 1610 Ellis Street, Bozeman, MT, 59715, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/25/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Analyze, present, sell & service of life insurance & disability income & fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1984-05-05

Designations

• Chartered Financial Consultant

Other Names

• Mick Edward Maierle