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MF

Michael H. Flammer

Some features on this profile are disabled
CRD#: 209370
MF

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 Henry Flammer was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1973. Michael had worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 1, Series 14, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
ENGAGED IN GROUP EMPLOYEE BENEFITS AND HIGH NET WEALTH AND HIGH RISK INDIVIDUAL INSURANCE ON A COMMISSION BASIS THROUGH MULTIPLE INSURANCE SERVICES (NOT INVESTMENT RELATED) - ESTABLISHED 1978 AND OPERATES OUT OF 27191 CALLE JUANITA IN CAPO BEACH, CA 92624. PROPERTY AND CASUALTY INSURANCE, LIFE AND HEALTH INSURANCE, DISABILITY, LONG TERM CARE, DENTAL AND VISION, ETC. CURRENTLY SERVING AS PRESIDENT. I SPEND 4 HOURS PER WEEK DEVOTED TO THIS BUSINESS AND NO TIME DURING TRADING HOURS. I MARKET BUSINESSES FOR THE USE OF OUR PRODUCTS. I AM ALSO ENGAGED AS A SOLE PROPRIETOR UNDER MY OWN NAME, ESTABLISHED IN 1989 IN THE CAPACITY OF A TAX/CORPORATE CONSULTANT, INSURANCE BROKER. I CAN BE CONTACTED THROUGH: MICHAEL H. FLAMMER, A SOLE PROPRIETOR, P.O.BOX 7447, CAPO BEACH, CA. 92624. DEVOTES 5 HOURS PER WEEK TO THIS ACTIVITY AND NONE DURING TRADING HOURS. I ALSO ACT AS AN INVESTMENT ADVISOR REPRESENTATIVE AND MAY RECEIVE SOME HOURLY OR OTHER FEES AS A RESULT OF OFFERING INVESTMENT ADVICE AND/OR RECOMMENDATIONS. I DO THIS WORK EITHER THROUGH FINANCIAL PLANNING OR THROUGH MULTIPLE FINANCIAL SERVICES, ESTABLISHED 1999, MY REGISTERED INVESTMENT ADVISOR. Effective 01/02/2021, CFO/CCO for Transition Care Telemetry, Inc., a Home Health Agency and a Hospice Agency, a California Corporation, licensed with the California Department of Public Health and Medicare; located at 30320 Rancho Viejo Road, Suites 12 & 13, in the city of San Juan Capistrano, CA 92675. Am also a major shareholder and Director of said corporation. Duties include accounting and maintaining patient records, etc. along with enforcing compliance policies and procedures. CURRENTLY DO NOT RECEIVE ANY COMPENSATION FOR THIS STARTUP CORPORATION AND DO NOT ANTICIPATE ANY DIRECT COMPENSATION SOON. I may receive indirect compensation through writing health and long term care insurance policies and retirement products, as well as financial planning.

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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

January 1, 2025 - April 14, 2025

MULTIPLE FINANCIAL SERVICES, INC.

RIA
CRD#: 100100
San Juan Capistrano, CA
Past

April 1, 2003 - April 9, 2024

MULTIPLE FINANCIAL SERVICES, INC.

RIA
CRD#: 100100
San Juan Capistrano, CA
Past

January 7, 2000 - April 9, 2024

MULTIPLE FINANCIAL SERVICES, INC.

BD
CRD#: 100100
San Juan Capistrano, CA
Past

October 31, 1997 - December 13, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

October 30, 1996 - November 14, 1997

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 2, 1996 - October 11, 1996

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

October 13, 1982 - December 18, 1986

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
Past

September 8, 1978 - February 6, 1981

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
Past

March 22, 1973 - September 4, 1977

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680

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
IAR
Series 65
Date: 7/17/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/12/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/1/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 3/15/1973
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 27
Date: 6/4/1999
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/7/1997
General Securities Principal Examination

Current Firm

MF
MULTIPLE FINANCIAL SERVICES, INC.
MULTIPLE FINANCIAL & INSURANCE SERVICES | THE 36 ADVISORS | MULTIPLE FINANCIAL SERVICES, INC. | MULTIPLE FINANCIAL & INSURANCE SERVICES, INC.

CRD#: 100100 / SEC#: , 8-52017

BD
Terminated by SEC on 05/28/2024
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Contact information

Main Address
30320 Rancho Viejo Road, Suite 11, San Juan Capistrano, CA 92675
Mailing Address
Post Office Box #7447, Capistrano Beach, CA 92624
Phone number
(800) 510-2055
Established
California since 06/02/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
FLAMMER, MICHAEL HENRYCEO, PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER209370
MANGEN, PAMELA SUEDESIGNATED ASSISTANT, BOARD SECRETARY4647878

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 1,800,000

Disclosures

Regulatory Event1

Red Flags

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Company Information

MULTIPLE FINANCIAL SERVICES, INC.

CRD#: 100100

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