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ML

Michael G. Lenzmeier

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CRD#: 1500614
ML

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Gerard Lenzmeier, who also goes by Mike Lenzmeier, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1986. Michael had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Lenzmeier

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 12, 2009 - November 11, 2019

AGENCY TRADING GROUP, INC.

BD
CRD#: 108887
WAYZATA, MN
Past

June 29, 2005 - May 14, 2009

CAPITALQUEST SECURITIES, INC.

BD
CRD#: 7699
MINNEAPOLIS, MN
Past

October 27, 1998 - December 2, 2005

FINTEGRA, LLC

BD
CRD#: 16741
MINNEAPOLIS, MN
Past

April 9, 1998 - November 5, 1998

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

January 18, 1994 - March 24, 1998

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
ST. CLOUD, MN
Past

May 21, 1986 - April 6, 1998

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/30/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AT
AGENCY TRADING GROUP, INC.
AGENCY TRADING GROUP, INC. | RASMALA INVESTMENTS (U.S.A.) INC. | IHILAL (USA) INC.

CRD#: 108887 / SEC#: , 8-53088

BD
Terminated by SEC on 11/10/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/05/2000
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AGENCY TRADING GROUP HOLDINGS, INC.DIRECT OWNER
BRADFORD, SCOTT CURTISROSFP4213956
LENZMEIER, MICHAEL GERARDFINOP1500614
WHITAKER, JOHN WILLIAM JR.CEO, CCO, PRESIDENT AND SECRETARY4325772

Disclosures


Regulatory Event8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AGENCY TRADING GROUP, INC.

CRD#: 108887

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