Michael Helmut Graef
Investment adviser representative at Inspire Investing, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Inspire Investing, LLCJul 2015 to now
- Cfd InvestmentsJul 2015 to now
- Creative Financial DesignsJul 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Inspire Investing, LLC
$4BAssets managed
455Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5042851
- Firm CRD
- 171988