MH

Michelle M. Hager

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CRD#: 5415021
MH

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.

Michelle Marie Hager was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2008. Michelle had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.
The advisor shows no other business activity.

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

October 23, 2015 - December 15, 2016

ADVANTAGE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 146236
West Palm Beach, FL
Past

September 22, 2015 - December 22, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST PALM BEACH, FL
Past

June 27, 2014 - September 21, 2015

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
WEST PALM BEACH, FL
Past

June 11, 2014 - September 21, 2015

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
WEST PALM BEACH, FL
Past

November 14, 2011 - October 22, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOCA RATON, FL
Past

November 7, 2011 - October 22, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOCA RATON, FL
Past

September 7, 2011 - November 4, 2011

PFS INVESTMENTS INC.

RIA
CRD#: 10111
GREENACRES, FL
Past

June 1, 2011 - November 4, 2011

PFS INVESTMENTS INC.

BD
CRD#: 10111
GREENACRES, FL
Past

May 4, 2009 - December 3, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOCA RATON, FL
Past

October 21, 2008 - December 3, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOCA RATON, FL

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
IAR
Series 66
Date: 11/10/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
ADVANTAGE INVESTMENT MANAGEMENT, LLC
ADVANTAGE FINANCIAL GROUP | WEALTH STRATEGIES GROUP INC | TL FINANCIAL GROUP | TACKMAN CAPITAL MANAGEMENT | STUCKEY & ASSOCIATES | STRATEGIC CAPITAL ADVISERS LLC | SOUDERS FINANCIAL GROUP | SENTRY WEALTH ADVOCATES | SCHMOCKER FINANCIAL SERVICES | SCH FINANCIAL GROUP, LLC | PERSONAL PLANNING LLC | NET WORTH ADVISORS | KEYSTONE RETIREMENT RESOURCES INC | JONES INVESTMENTS | HUMAN FINANCIAL | HT BOLEN & ASSOCIATES | EDSB INVESTMENT CENTER | DETRAY INVESTMENT GROUP | CROSSROADS FINANCIAL | CORNERSTONE FINANCIAL GROUP | CORNERSTONE FINANCIAL | BYNUM FINANCIAL GROUP | ARETI FINANCIAL INC. | ANDERSON INVESTMENT CONSULTING | AMDG FINANCIAL ADVISING & SUCCESSION PLANNING | ADVANTAGE INVESTMENT MANAGEMENT, LLC | ADVANTAGE FINANCIAL SERVICES GROUP

CRD#: 146236 / SEC#: 801-69551

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Contact information


Main Address
222 3rd Ave Se Suite 269, Cedar Rapids, IA 52401
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Part 2 Brochures

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


ADVANTAGE INVESTMENT MANAGEMENT, LLC

CRD#: 146236

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