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Michael A. Boedeker

CREDIT UNION INVESTMENT SERVICES
Raleigh, NC
Some features on this profile are disabled
CRD#: 4524634
MB

Professional summary

Michael Alan Boedeker, who also goes by Michael Alan Boedeker, Michael Boedeker, Mike Boedeker, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Raleigh, North Carolina and SECU BROKERAGE SERVICES located in Raleigh, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Alan Boedeker | Michael Boedeker | Mike Boedeker

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) - RIA

Click below to view Michael Alan Boedeker's CRS (Customer Relationship Summary).

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

Current

September 18, 2024 - Present

CREDIT UNION INVESTMENT SERVICES

Office #2: 801 Hillsborough St 3rd Floor, Raleigh, NC 27603
RIA
CRD#: 144871
Raleigh, NC
Current

September 18, 2024 - Present

SECU BROKERAGE SERVICES

Office #1: 801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
BD
CRD#: 19899
Raleigh, NC
Past

December 22, 2021 - January 19, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC
Past

December 17, 2021 - January 19, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

April 24, 2018 - July 12, 2021

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
DURHAM, NC
Past

April 24, 2018 - July 12, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
DURHAM, NC
Past

October 6, 2016 - January 11, 2018

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA
CRD#: 44430
Raleigh, NC
Past

October 6, 2016 - January 11, 2018

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
RALEIGH, NC
Past

April 22, 2015 - September 9, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
RALEIGH, NC
Past

April 22, 2015 - September 9, 2016

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
RALEIGH, NC
Past

May 18, 2006 - April 9, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

August 18, 2004 - April 9, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC
Past

June 21, 2002 - September 30, 2003

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(9/18/2024)
IAR
North Carolina
(9/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/20/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CU
CREDIT UNION INVESTMENT SERVICES
CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.

CRD#: 144871 / SEC#:

North Carolina
Registered Investment Advisory firm - (9/5/2007 Approved)
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Contact information

Main Address
801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
Mailing Address
Po Box 26807, Raleigh, NC 27611
Phone number
(800) 451-5467
Established
Firm type
Fiscal year end
# of Employees
258

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 110,960

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

CREDIT UNION INVESTMENT SERVICES

CRD#: 144871Raleigh, NC

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