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Michael P. Traxler

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC·NEW PRAGUE, Minnesota
SIE, Series 7, Series 63, Series 66Clean record18 years registeredMICHAEL TRAXLER WEALTH MANAGEMENT, LLC
222 MAIN ST. E., NEW PRAGUE, MN 56071CRD# 4275996Firm CRD# 285427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael P. Traxler · NEW PRAGUE, MN
Registration
CRD #4275996 · MICHAEL TRAXLER WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
Jan 2017 – present
NATIONS FINANCIAL GROUP, INC.
Oct 2007 – Jan 2017
NEW PRAGUE, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · October 22, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
CRD 285427 · SEC 801-121539
AUM
$141M
Regulatory assets under management
Employees
5
909 client accounts
Services offered by MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MICHAEL TRAXLER WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael P. Traxler offer?
Michael P. Traxler specializes in Financial Planning, Investment Management. Contact their office in NEW PRAGUE, Minnesota for a consultation.
What are Michael P. Traxler's credentials?
Michael P. Traxler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael P. Traxler located?
Michael P. Traxler is based in NEW PRAGUE, Minnesota, working with MICHAEL TRAXLER WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW PRAGUE metropolitan area and surrounding communities.
How does Michael P. Traxler charge for services?
Michael P. Traxler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHAEL TRAXLER WEALTH MANAGEMENT, LLC?
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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