Unclaimed Profile

Michael James Orzel

SIGNALPOINT ASSET MANAGEMENT LLC·SPRINGFIELD, Missouri

Series 7, Series 65, Series 6629 years registeredSIGNALPOINT ASSET MANAGEMENT LLC

1201 E. WALNUT STREET, SPRINGFIELD, MO 65802CRD# 2918793Firm CRD# 147578

Profile Verification

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

Identity

Michael James Orzel · SPRINGFIELD, MO

Registration

CRD #2918793 · SIGNALPOINT ASSET MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

FARTHER

Dec 2024 – present

SIGNALPOINT CAPITAL MANAGEMENT, LLC

Feb 2014 – Sep 2016

SPRINGFIELD, MO

SIGNALPOINT ASSET MANAGEMENT LLC

Sep 2008 – Mar 2025

Fernandina Beach, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 1997 – Aug 2008

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SIGNALPOINT ASSET MANAGEMENT LLC

CRD 147578 · SEC 801-69394

AUM

$522M

Regulatory assets under management

Employees

1,512 client accounts

Services offered by SIGNALPOINT ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGNALPOINT ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michael James Orzel offer?

Michael James Orzel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Michael James Orzel's credentials?

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

Where is Michael James Orzel located?

Michael James Orzel is based in SPRINGFIELD, Missouri, working with SIGNALPOINT ASSET MANAGEMENT LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Michael James Orzel charge for services?

Michael James Orzel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNALPOINT ASSET MANAGEMENT LLC?

SIGNALPOINT ASSET MANAGEMENT LLC has approximately 10 employees and manages $522M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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