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Michael H

CFP®, CFA®, Series 63, Series 65

Salt Lake City, UT

Stoker Ostler, a Part of BMO Financial Group

Michael Halls is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2005. The firm provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler emphasizes individualized investment policies, diversified portfolios, and utilizes affiliated resources within BMO Financial Group to support its clients.

Private / alternative investments Concentrated stock management Tax-loss harvesting Real estate investing
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