Advisor at Michael Traxler Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Michael Traxler Wealth Management, LLC
Location
New Prague, MN 56071
Credentials
Series 65
Industry experience
2 years
Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior work history includes roles at Seagate, Safe Management, American Income Life, and Walmart. Michael Traxler Wealth Management is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets and uses a combination of fundamental and technical analysis along with long-term purchase strategies tailored to client goals and risk tolerance.
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
Michael Traxler Wealth Management, LLC
2023 - Present (3 years)
Michael Traxler Wealth Management, LLC
2022 - Present (4 years)
Seagate
2018 - 2022 (4 years)
Safe Management
2018 - 2018 (1 year)
American Income LIfe
2017 - 2017 (1 year)
WALMART
2005 - 2018 (13 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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