Michael Verhulst work email
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Michael is the President of Verhulst Wealth Management and has been a Financial Advisor since 1991. Prior to the founding of Verhulst Wealth Management, Michael was a Vice President – Wealth Management at UBS Financial Services.Before entering the Financial Services Industry, Michael was an Independent Bond Trader working at the Chicago Board of Trade. Previously, he worked six years as a Certified Public Accountant with KPMG providing tax and consulting services to privately owned businesses and their owners.As a PIM Portfolio Manager in the Wells Fargo Advisors Private Investment Management PIM Program, Michael offers personalized, discretionary investment management. In PIM program, Michael assists his clients with the investment process: evaluating client needs and objectives, determining suitability for the program and the proposed investment strategy, managing client’s assets, measuring performance, and evaluating investment results.As a Chartered Retirement Plans Specialist CRPS®, Michael works with Corporate Retirement Plan Sponsors, helping them in the evaluation process of their plans including investment performance and fee benchmarking. Also, Michael works with Plan Sponsors to develop and deliver participant communication programs tailored to their unique needs.The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.Contact me at mverhulst@wfafinet.com or 224-836-5353. I cannot respond to LinkedIn messages.This information is intended for use by residents of AK, AL, AZ, CA, CO, DC, FL, IL, IN, KY, MI, MO, NC, NJ, NV, OH, OR, TN, TX, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Verhulst Wealth Management Of Bridgepoint Wealth Partners
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Managing DirectorVerhulst Wealth Management Of Bridgepoint Wealth Partners Nov 2013 - Present
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Vice President - Wealth ManagementUbs Financial Services, Inc. Jul 2007 - Nov 2013
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Portfolio ManagerWilliam Blair And Company Apr 2002 - Jul 2007 -
Vice President - InvestmentsCredit Suisse First Boston Jul 2000 - Apr 2002 -
Vice President - InvestmentsSmith Barney Jan 1992 - Jul 2000 -
Independent Commodity TraderChicago Board Of Trade Apr 1990 - Jan 1992 -
Tax ManagerKpmg Peat Marwick Jan 1984 - Apr 1990
Michael Verhulst Skills
Michael Verhulst Education Details
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Loyola University ChicagoPublic Accounting -
Benedictine University -
Holy Cross
Frequently Asked Questions about Michael Verhulst
What company does Michael Verhulst work for?
Michael Verhulst works for Verhulst Wealth Management Of Bridgepoint Wealth Partners
What is Michael Verhulst's role at the current company?
Michael Verhulst's current role is Managing Director at Verhulst Wealth Management of BridgePoint Wealth Partners.
What is Michael Verhulst's email address?
Michael Verhulst's email address is mi****@****ubs.com
What is Michael Verhulst's direct phone number?
Michael Verhulst's direct phone number is +163057*****
What schools did Michael Verhulst attend?
Michael Verhulst attended Loyola University Chicago, Benedictine University, Holy Cross.
What skills is Michael Verhulst known for?
Michael Verhulst has skills like Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Bonds, Alternative Investments, Financial Analysis, Retirement Planning, Investments, Management, 401k.
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