Broker Check
Michael Stringham

Michael Stringham

Financial Advisor

Mike Stringham is an integral part of University Credit Union’s Investment Services initiative.  As a Financial Advisor, Mike builds comprehensive financial plans to help members achieve their investment goals with specific strategies tailored to fit individual needs. His focus on educating members about their financial options has helped countless members create paths for financial stability over the last decade. Anyone that is seeking advice on planning for retirement, wealth management, or learning strategies designed to grow investment accounts, Mike Stringham is an excellent resource for guidance on all matters related to finance.

Services

  • Identification and clarification of a client’s mission, vision, values, and goals
  • Comprehensive wealth and financial planning plans
  • Insurance for personal and business risk management
  • Retirement income strategies
  • Investment plan design, analysis, and review
  • Estate Planning and tax mitigation strategies
  • Business succession planning

Education, Experience, and Affiliations

  • Bachelor of Arts; Business; University of Utah, Salt Lake City, Utah
  • Over 10 years of experience in the Financial Services Industry
  • Cetera Advisor Networks LLC; 6 ½ years, Financial Advisor
  • Financial Advisor with Pioneer Credit Union, American United Federal Credit Union, Credit Union One, and Jordan Credit Union

Licenses and Certifications

  • Securities Series: 6, 7, 63, 65 registrations,
  • Insurance Licenses: Life & Health Insurance

 

 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.