Michael Albert Verhalen

Current Employers

Employment History

• 10/1981 → Present
  Verhalen & Associates
  Marshall, TX
• 08/2011 → 03/2018
  Woodbury Financial Services, Inc.
  Marshall, TX
• 03/2018 → Present
  Osaic Wealth, Inc.
  Marshall, TX

Previous Registrations

• 2011-08-31 → 2018-03-09
  Woodbury Financial Services, Inc.
  Marshall, TX
  Marshall, TX
  Mckinney, TX
  Marshall, TX
  Marshall, TX
• 2003-07-01 → 2011-07-05
  Geneos Wealth Management, Inc.
  Marshall, TX
  Tyler, TX
  Bellaire, TX
  Marshall, TX
• 2002-05-13 → 2003-07-14
  Financial Education Associates, Inc.
  Fort Worth, TX

Other Businesses

1. VERHALEN FINANCIAL GROUP POSITION: AGENT NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/1981 ADDRESS: 304 N WASHINGTON AVE, MARSHALL TX 75670, United States DESCRIPTION: PROVIDE FIXED PRODUCT INSURANCE AND SUPLIMENT PRODUCTS 2. MICHAEL VERHALEN POSITION: owner/agent NATURE: NOTARY PUBLIC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/21/2018 ADDRESS: 304 N Washington Ave, Marshall TX 75670, United States DESCRIPTION: NOTARIZE DOCUMENTS 3. VERHALEN FINANCIAL GROUP POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1981 ADDRESS: 304 N WASHINGTON AVE, MARSHALL TX 75670-3328, United States DESCRIPTION: help people with non securities insurance products 4. GENERATIONAL FINANCIAL ADVISORS POSITION: INSURANCE AGENT NATURE: DBA FOR MARKETING PURPOSES ONLY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 304 N WASHINGTON, MARSHALL TX 75670, United States DESCRIPTION: SALES MARKETING OF INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1987-04-24

Other Names

• Mike Verhalen