Advisor at Michael Traxler Wealth Management, LLC
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Firm
Michael Traxler Wealth Management, LLC
Location
New Prague, MN 56071
Credentials
Series 63, Series 66
Industry experience
25 years
Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has managed his own practice since 2022 and has been involved with Michael Traxler Wealth Management since 2005. Outside of his advisory role, he is involved in farmland and commercial real estate through various business interests. Michael Traxler Wealth Management, LLC is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm builds investment programs based on documented client goals and risk tolerance, employing fundamental and technical analysis along with long-term strategies.
Based on Michael Traxler Wealth Management, LLC
$0 - $49,000: 1.40% annually $50,000 - $99,999: 1.25% annually $100,000 - $249,999: 1.10% annually $250,000 - $499,999: 0.95% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000+: 0.60% annually
$200 per hour for financial planning
Account minimum: $100,000 Fee-only: 1.0% annually for American Funds Service Company (AFS) accounts, billed quarterly in arrears
222 Main St. E.
New Prague, MN 56071
Minnesota · Texas
G&M Land
2025 - Present (1 year)
Michael Traxler, Sole Proprietor
2022 - Present (4 years)
Michael Traxler Wealth Management, LLC
2017 - Present (9 years)
Michael Traxler Wealth Management, LLC
2017 - 2023 (6 years)
Private Partners, LLC
2016 - Present (10 years)
Wealth Management Building, LLC
2011 - Present (15 years)
Tenpoint Ranch, LLC
2007 - Present (19 years)
NATIONS FINANCIAL GROUP INC. dba Michael Traxler Wealth Mangemen
2007 - 2017 (10 years)
Michael Traxler Wealth Management, LLC
2005 - Present (21 years)
NATIONS FINANCIAL GROUP INC. dba Michael Traxler Wealth Mangemen
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, PFS™, Series 63
Prior Lake, MN
Compass Private Wealth Consulting, LLC
Series 63, Series 66
Elko, MN
Family Wealth Management
Series 66
Elko New Market, MN
NextGen Financial Advice LLC
Series 63, Series 66
Belle Plaine, MN
Pankonin Financial Group
Series 66
Belle Plaine, MN
Pankonin Financial Group
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
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