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Paladin Research Report For:

Mike Musco

Equilus Group, Inc

2754 NW Crossing Dr Ste 206
Bend, OR 97703
888-860-0658

About Mike Musco

Mike is located in Bend, OR. His approach to business includes taking the time to better understand an individual, their situation, and financial goals. He is driven to give every individual the best experience possible, providing strategies and education that are tailored to help the individual reach their goals.

See Disclosures

General Information

Firm Start Year
  • 2013
CRD#
  • 7834991
Firm CRD#
  • 300142
Insurance License#
  • 9871966
Name of Custodial Firm
  • SEI Private Trust Co.
States Licensed in
  • OR, WA
Years of Experience in Financial Services
  • 10
Number of Years with Current Firm
  • 1
Work Experience
  • Work experience includes: MSFT Business and Finance Manager (~8yrs), Mortgage Originator/Broker (~8yrs), purchased/owned/sold multiple businesses & investment Real Estate, Financial Manager for Trustee/Fiduciary firm (2.5yrs).
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm
  • $75,000,000
Assets Managed by Advisor
  • $9,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Based on Assets
Minimum Fee Charged for Managed Accounts
  • $1,000
Minimum Fee Charged for Hourly Planning Accounts
  • $3,000

Education

Bachelors of Science - Accounting

Western Governors University
01/01/2015 -5/31/2017

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892879/paladinregistry-Equilus-Group,-Inc-detailed-disclosure.html