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Michael Vince Bongaarts

Advisor at Raymond James Financial — Long Prairie, MN

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Long Prairie, MN

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Michael Bongaarts is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James and affiliated firms since 2014. Outside his advisory role, he owns and manages several real estate-related businesses, including NorthStar Pheasants and NorthStar Real Estate Opportunity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Long Prairie, MN

Long Prairie MN

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

39 years of industry experience

Raymond James financial Services

2014 - Present • 12 years

Edina, MN

Northstar Asset Management

2014 - Present • 12 years

Edina, MN

Raymond James Financial Services Advisors INC.

2014 - Present • 12 years

Edina, MN

NorthStar Asset Management

2014 - Present • 12 years

Bloomington, MN

Northstar Pheasants

2013 - Present • 13 years

Edina, MN

MapleLake Cabin Rentals

2012 - Present • 14 years

St. Louis Park, MN

Northstar Real Estate Opportunity

2011 - Present • 15 years

Saint Louis Park, MN

Wells Fargo Advisors

2009 - 2014 • 5 years

MN

Wells Fargo Advisors

2009 - 2009 • 1 year

Bloomington, MN

Wells Fargo Clearing

2007 - 2009 • 2 years

Bloomington, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew K

Series 66

Long Prairie, MN

LPL Financial

Matthew Kreuzer is a financial advisor with LPL Financial, holding a Series 66 license and six years of industry experience. He has worked at LPL Financial since 2022 and previously with CUNA Brokerage Services. Outside of his advisory role, he serves as CEO and manager of Premium Point Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marty H

Series 65, Series 63, Series 66

Browerville, MN

Cetera

Marty Host is a financial advisor with Cetera who holds Series 65, Series 63, and Series 66 credentials and has 30 years of industry experience. He previously worked at COUNTRY FINANCIAL for 12 years and has been involved with Money Werx Insurance & Financial Services, LLC since 2022. Outside of advisory roles, Host serves as a school board member and clerk for Browerville Public School ISD#787 and is a member of the Browerville Lions Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kevin S

Series 66

Long Prairie, MN

LPL Financial

Kevin Spohn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of his advisory work, Spohn serves as a volunteer firefighter with the Albany Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its platform includes financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Jeffery B

Series 66

Long Prairie, MN

Edward Jones

Jeffery Barth is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an officer in a Cub Scouts club and is involved in farming operations in Swanville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm operates nationally with a large network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Retired Founder/Business Owner Executive
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