Unclaimed Profile

Michael Allen Preisz

PREISZ ASSOCIATES, INC.·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 63CFP19 years registeredPREISZ ASSOCIATES, INC.

4525 SW CONDOR AVE, PORTLAND, OR 97239CRD# 1722796Firm CRD# 144469

Profile Verification

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

Identity

Michael Allen Preisz · PORTLAND, OR

Registration

CRD #1722796 · PREISZ ASSOCIATES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2009 – present

PREISZ FINANCIAL

Jun 2007 – present

LPL FINANCIAL LLC

Jan 2018 – Oct 2020

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 63

Registration record

First registered · June 19, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2006Customer Dispute·Denied

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

PREISZ ASSOCIATES, INC.

CRD 144469 · SEC 801-115031

AUM

$553M

Regulatory assets under management

Employees

475 client accounts

Services offered by PREISZ ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PREISZ ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Allen Preisz offer?

Michael Allen Preisz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Michael Allen Preisz's credentials?

Michael Allen Preisz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Allen Preisz located?

Michael Allen Preisz is based in PORTLAND, Oregon, working with PREISZ ASSOCIATES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Michael Allen Preisz charge for services?

Michael Allen Preisz'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 PREISZ ASSOCIATES, INC.?

PREISZ ASSOCIATES, INC. has approximately 9 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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