Unclaimed Profile

Michael Lundberg Pistner

ULLICO INVESTMENT ADVISORS, INC.·SILVER SPRING, Maryland

Clean recordULLICO INVESTMENT ADVISORS, INC.

8403 COLESVILLE ROAD, SILVER SPRING, MD 20910CRD# 2932182Firm CRD# 106628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lundberg Pistner · SILVER SPRING, MD

Registration

CRD #2932182 · ULLICO INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Lundberg Pistner is a registered financial advisor based in SILVER SPRING, Maryland, affiliated with ULLICO INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ULLICO INVESTMENT ADVISORS, INC.

AUM

$11.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ULLICO INVESTMENT ADVISORS, INC. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2932182

Firm CRD# 106628

View on FINRA BrokerCheck →

Looking for a financial advisor in SILVER SPRING?

Browse all registered financial advisors in SILVER SPRING, Maryland or claim this profile if it's yours.

Browse SILVER SPRING Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Lundberg Pistner offer?

Michael Lundberg Pistner specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SILVER SPRING, Maryland for a consultation.

What are Michael Lundberg Pistner's credentials?

Michael Lundberg Pistner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lundberg Pistner located?

Michael Lundberg Pistner is based in SILVER SPRING, Maryland, working with ULLICO INVESTMENT ADVISORS, INC.. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.

How does Michael Lundberg Pistner charge for services?

Michael Lundberg Pistner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULLICO INVESTMENT ADVISORS, INC.?

ULLICO INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →