Michael Donald Kortfelt

Current Employers

Employment History

• 06/2014 → Present
  Charles Schwab & Co., Inc
  Indianpolis, IN
• 06/2014 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Previous Registrations

• 2012-01-20 → 2012-08-30
  Essex National Securities, Llc
  Farmington Hills, MI
  Birmingham, MI
  W. Bloomfield, MI
• 2010-11-24 → 2012-01-30
  Lpl Financial Llc
  Novi, MI
  Walled Lake, MI
  Farmington Hills, MI
  Northville, MI
  Novi, MI
  Southfield, MI
  Fort Mill, SC
  South Lyon, MI
  Canton, MI
  Walled Lake, MI
  Commerce Township, MI
  Plymouth, MI
• 2006-09-27 → 2009-07-17
  Fifth Third Securities, Inc.
  Bloomfield Hills, MI
  Rochester, MI
  Wixom, MI
  West Bloomfield, MI
  Novi, MI
  Milford, MI
  Walled Lake, MI
  Highland, MI
  Whitelake, MI
  Bloomfield Hills, MI
  Auburn Hills, MI
• 2006-06-23 → 2006-09-18
  Natcity Investments, Inc.
  Rochester, MI
  Grosse Pte Frm, MI
  St. Clair Shores, MI
  St. Clair Shores, MI
  Fraser, MI
• 2002-01-10 → 2003-04-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blf. Hills, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-26
• S63 Uniform Securities Agent State Law Examination
  1999-04-13

Designations

Other Names

• Michael D Kortfelt