Michael Edward Laufman
Investment adviser representative at Symphony Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$428.7MFirm assets
22 yearsFirm in business
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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.
- Symphony Financial Services, Inc.May 2026 to now
- LPL Financial LLCMay 2026 to now
- Northwestern Mutual Wealth Management CompanyNov 2023 to May 2026
- Brian Lee AikensJun 2023 to May 2026
- Northwestern Mutual Investment Services LLCMay 2021 to May 2026
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Jun 2023
- StudentAug 2016 to May 2021
- Fun N StuffJun 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Symphony Financial Services, Inc.
$428.7MAssets managed
641Clients
10Advisers
22 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
- 7326074
- Firm CRD
- 125058