Mike Harlos
Financial Advisor
1620 West Oak Street, Suite 101
Zionsville, IN 46077
Direct Line: 317-808-7336 or 800-800-CITY (2489)
mharlos@citysecurities.com
J. Michael Harlos (Mike) is a financial advisor with the Private Client Group of City Securities Corporation. Mike has 18 years experience in the financial services industry. He advises clients in the areas of retirement planning, college planning, estate planning, tax-efficient investing and asset allocation.
Mike’s client relationships are built around integrity, confidentiality and communication. He has a conservative portfolio management process which consists of a thorough and continuous understanding of each client’s goals, objectives and risk tolerance levels.
Mike graduated from Ball State University and received his bachelor’s degree in accounting. He holds FINRA Series 7, Series 63, and Series 65 securities licenses as well as his Indiana insurance license. He lives near Lebanon, Indiana, with his wife and two children where he is an active member of the community. Mike is located at the Zionsville branch of City Securities, 1620 West Oak Street, Suite 101, Zionsville, Indiana 46077. He can be reached directly at 317-808-7336, toll-free at 800-800-CITY (2489) or via e-mail at mharlos@citysecurities.com.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Mike directly at 317-808-7336.
Financial Items of Interest