Based in Chesterfield, Missouri, Michael Ebert is a fiduciary financial advisor with 3 years of industry experience. Michael has been with Principal Securities since 2025; before that, Michael spent less than a year at Eagle Strategies. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 600 advisors with offices in Chesterfield, and one of 570 fiduciaries.
At a glance
Services through Principal Securities
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowPrincipal Securities, Inc.Current firm
- Apr 2025 – May 2025Eagle Strategies LLCPreviously
Contact Michael
Local office(636) 449-0741Ask for Michael. (888) 774-6267Main office · Des Moines, IA 16305 Swingley Ridge Rd Suite 465Chesterfield, MO 63017Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Michael
How do I contact Michael?
Call Michael’s local office at (636) 449-0741 or the Principal Securities main office at (888) 774-6267, and ask for Michael Ebert.
How long has Michael been a financial advisor?
Michael has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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Chesterfield, MO 63017