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Michael Bernard Mysker

SAFE BAY RETIREMENT ADVISORS
BOUNTIFUL, UT
·CRD# 3164035·27 years experience

Professional Summary

Michael Bernard Mysker is a registered financial advisor currently at SAFE BAY RETIREMENT ADVISORS located in Bountiful, Utah. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

SAFE BAY RETIREMENT ADVISORS·CRD# 156758
RIA
Bountiful, UT
March 10, 2011 - Present
VSR FINANCIAL SERVICES, INC.·CRD# 14503
RIA
Bountiful, UT
February 7, 2003 - December 31, 2010
THE MASTERS, INC.·CRD# 108432
RIA
Salt Lake City, UT
April 1, 2002 - February 7, 2003
VSR FINANCIAL SERVICES, INC.·CRD# 14503
BD
Bountiful, UT
March 18, 2002 - December 31, 2010
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
October 28, 1999 - March 20, 2002
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
October 28, 1999 - March 20, 2002

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Current Firm

SB
SAFE BAY RETIREMENT ADVISORS

SAFE BAY RETIREMENT ADVISORS | SAFE BAY RETIREMENT ADVISORS LLC

CRD#: 156758
Illinois
Registered Investment Advisory firm - Illinois (3/10/2011 Approved)
Utah
Registered Investment Advisory firm - Utah (4/18/2011 Approved)

Contact Information

Main Address

Bountiful, UT

Phone Number

(801) 232-3851

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

60

AUM (Assets Under Management)

$12,200,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

INSURANCE SALES

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(3/10/2011)
IAR
Utah
(4/12/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 1999About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jun 1999About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Bernard Mysker's CRS (Customer Relationship Summary).

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