Colleen Traxler is not listed as a control person, but directly owns under 5% of Michael Traxler Wealth Management. Colleen Traxler holds a BA in Public Relations and Business from Mankato State University and a Master of Arts in Teaching from Mankato State University.
Michael Traxler Wealth Management is an investment adviser based in New Prague, MN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $195 million, as filed on 24 February 2026. Its fees, ownership and offices are on the firm’s profile.
Colleen Traxler is Chief Compliance Officer/Marketing of Michael Traxler Wealth Management, LLC, based in New Prague, MN. She worked at Queen of Peace Hospital in public relations and later spent a 15-year career as a teacher in the New Prague School District. She joined Michael Traxler Wealth Management, LLC, where she is Chief Compliance Officer and focuses on traditional and digital marketing, event planning and client communication support.
- CRD
- 7820247
- Firm
- Michael Traxler Wealth Management · CRD 285427
- Role
- Chief Compliance Officer
- In role since
- October 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- New Prague, MN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- michaeltraxler.com
Where does Colleen Traxler work?
Colleen Traxler has been Chief Compliance Officer of Michael Traxler Wealth Management, LLC since October 2023.
How can I verify Colleen Traxler’s record?
Colleen Traxler’s role is listed on Michael Traxler Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285427.
