Michael S. Midtvedt, Sr.
Charleston Wealth Management
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Independent Financial Advisor
Offering advice since: 1997
Areas of expertise:
- Annuities
- Charitable and Planned Giving
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Michael S. Midtvedt, Sr.:
Independent Financial Advisor affiliated with the national firm, LPL Financial.
Provide financial planning and investment portfolio management services for individuals and business clients.
Offer clients non-proprietary, customized, investment programs for their taxable and tax deferred accounts. Offer ability for clients to consolidate a diversified mix of investment vehicles into an LPL Financial Account.
Products include stocks, bonds, mutual funds, bank CD's, alternative investments and annuities. Each client portfolio is tailored and managed on an ongoing basis based on their unique situation and preferences.
For other services such as estate and tax planning, we work with a team of professionals.
Disclosures:
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Mike is currently registered and may discuss and/or transact securities business only with residents of the following states: SC, NC, PA
Compensation and Fee Structures:
Prefer to work with clients on a fee-based on assets under management structure as opposed to commissions.
Licenses, Certifications & Affiliations:
General Securities Series 7 and Series 63 registration for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, and variable contracts.
General Securities Principal Series 24 registration to manage or supervise the member's investment banking or securities business for corporate securities, direct participation programs, and investment company products/variable contracts.
Independent Insurance Agent: Life, Disability and Health
Education:
Radford University BBA, Business, 1981 - 1985
Will provide references upon request?
Yes
Further information about Charleston Wealth Management:
(Size of firm: 0-9 advisors)
Provide financial planning and investment portfolio management services for individuals and business clients.
Contact Information for Michael S. Midtvedt, Sr.
Phone: (843) 216-3773
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Fax: (843) 216-3428
Address for Michael S. Midtvedt, Sr.:
1330 Old Ivy Way
Mount Pleasant, SC, 29466
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