Michael Paul Pfeuffer

Hazard & Siegel Advisory Services LLC

22 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Hazard & Siegel Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

167 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$378.5M

Fee Structure

Location

5793 Widewaters Parkway, Dewitt, NY, 13214

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History

Regulatory History (1)

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Judgment / Lien

November 2016

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Other Business ActivitiesSells Insurance

Michael sells fixed insurance products as an independent contractor, dedicating a few hours per week during securities trading. He also works as a talent acquisition manager for Gold Standard Financial Group, spending about 10-20% of his time recruiting for medicare specialist positions.

Employment History

Current Registrations

Hazard & Siegel Advisory Services LLC

February 2020 - Present · 6 yrs

Hazard & Siegel, INC.Broker

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

LPL Financial LLCBroker

November 2016 - December 2019 · 3 yrs 1 mo

LPL Financial LLC

November 2016 - December 2019 · 3 yrs 1 mo

Msi Financial Services, INC.

March 2016 - November 2016 · 8 mos

Msi Financial Services, INC.Broker

July 2003 - November 2016 · 13 yrs 4 mos

Metropolitan Life Insurance CompanyBroker

July 2003 - July 2007 · 4 yrs

State Registrations4 states

KSOHPAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.