MH
MH

Mikael Daniel Hallstrom

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

10461 White Granite Dr Ste 300, Oakton, VA, 22124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mikael is an insurance producer selling life, health, and annuity products through Congressional Federal Credit Union/Congressional Financial Network since 2015. This activity takes a few hours per week.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Usadvisors Wealth Management, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
September 2015 - June 2024 · 8 yrs 9 mos
Investors Financial Group
November 2014 - September 2015 · 10 mos
LPL Financial LLCBroker
October 2014 - October 2015 · 1 yr
Securities America, INC.Broker
September 2014 - October 2014 · 1 mo
Larson Financial Securities, LLCBroker
April 2012 - August 2014 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
March 2012 - April 2012 · 1 mo
Ameriprise Financial Services, INC.Broker
December 2007 - April 2012 · 4 yrs 4 mos
State Registrations20 states
AKAZCACTDCFLGAILMDMNMSNCNMNYPATXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.