Michael B. Eklund
FINANCIAL SYMMETRY
RALEIGH, NC 27607
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CRD#: 4581511
Professional summary
Michael Barry Eklund, CFP®, CPWA® is a registered financial advisor currently at FINANCIAL SYMMETRY INC. located in Raleigh, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
His passion for helping others extends beyond financial planning as Mike, his wife Kerri and their four children are actively involved in their kids activities, neighborhood HOA and Y Guides. When he's not spending time with his family, Mike enjoys staying active through triathlons, golfing, skiing, playing hockey and landscaping. Before relocating to the Raleigh-Durham area in 2012 Mike lived in the Midwest and Northeast.
Connect with Mike on LinkedIn to learn more about retirement, college, investment and tax planning. Contact him directly at meklund@financialsymmetry.com or 919-674-3724.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
Health Care
Education Planning
Small Business Planning
Retirement Planning
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Entrepreneurs
Generation X
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Barry Eklund'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®
CFP®
Start date: 2015
Experience
Current
April 26, 2013 - Present
FINANCIAL SYMMETRY INC.
Office #1: 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607RIA
CRD#: 118443
RALEIGH, NC
Past
October 18, 2002 - March 21, 2006
GE CAPITAL MARKETS, INC.
BD
CRD#: 13349
NORWALK, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)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.Highlighted states indicate IAR registrations
IAR
North Carolina(4/26/2013)
IAR
Texas(11/9/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
Mailing Address
Phone number
(919) 851-8200
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,000 |
| AUM (Assets Under Management) | $ 1,210,652,897 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/27/2024 | ||
| 10/28/2022 |
Red Flags
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Company Information
FINANCIAL SYMMETRY INC.
CRD#: 118443Raleigh, NC 27607TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
