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Michael Preisz Phones & Addresses

  • 609 68Th Ave, Portland, OR 97225 (503) 297-9641
  • 913 16Th Ave, Portland, OR 97205 (503) 224-1600
  • 9240 Washington St, Portland, OR 97225 (503) 297-6786 (503) 297-9641
  • Lake Oswego, OR
  • Hillsboro, OR

Work

Company: Lpl financial 1995 to 2015 Position: Advisor

Education

Degree: Bachelors, Bachelor of Science School / High School: Portland State University 1974 Specialities: Business Administration

Skills

Wealth Management • Financial Advisory • Strategic Financial Planning • Investments • Retirement Planning • Employee Benefits • Financial Planning • 401K • Defined Benefit • Long Term Care • Investment Advisory • Profit Sharing • Estate Planning • Retirement Income Strategies • Term Life Insurance • Wealth • Charitable Giving • Pensions • Deferred Compensation • Group Benefits • Health Insurance • Long Term Care • Insurance Planning • Annuities • Ira's • Plan Design • Erisa • Inheritance Tax Planning • Universal Life • Income Protection • Whole Life • Business Planning • Succession Planning

Ranks

Certificate: Certified Public Accountant (Cpa) (Retired)

Industries

Financial Services

Resumes

Resumes

Michael Preisz Photo 1

President

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Location:
Portland, OR
Industry:
Financial Services
Work:
Lpl Financial 1995 - 2015
Advisor

Mainsail Diamonds and Jewelry 1985 - 1987
Chief Financial Officer

Preisz Financial 1985 - 1987
President

Smith????????S Home Furnishings 1980 - 1985
Chief Financial Officer

Wood International 1979 - 1980
Controller
Education:
Portland State University 1974
Bachelors, Bachelor of Science, Business Administration
Skills:
Wealth Management
Financial Advisory
Strategic Financial Planning
Investments
Retirement Planning
Employee Benefits
Financial Planning
401K
Defined Benefit
Long Term Care
Investment Advisory
Profit Sharing
Estate Planning
Retirement Income Strategies
Term Life Insurance
Wealth
Charitable Giving
Pensions
Deferred Compensation
Group Benefits
Health Insurance
Long Term Care
Insurance Planning
Annuities
Ira's
Plan Design
Erisa
Inheritance Tax Planning
Universal Life
Income Protection
Whole Life
Business Planning
Succession Planning
Certifications:
Certified Public Accountant (Cpa) (Retired)
Chartered Life Underwriter (Clu)
Certified Financial Planner???????
Chartered Financial Consultant (Chfc????)
Accredited Investment Fiduciary???? (Aif????)

Business Records

Name / Title
Company / Classification
Phones & Addresses
Michael Preisz
President
Preisz Associate Inc
Security Broker/Dealer
913 W 16 St, Vancouver, WA 98660
Michael Preisz
Owner
Preisz Associates
Insurance Broker/Investment Broker · Management Consulting Services Closed-End Investment Office · Pension Funds
913 SW 16 Ave, Portland, OR 97205
(503) 224-1600
Michael A Preisz from Portland, OR, age ~72 Get Report