Unclaimed
Craig Mickelson is a financial professional with over 40 years of experience in the financial services industry. Craig is registered with Northwestern Mutual Investment Services, LLC. Craig has a wide range of experience in the financial services industry. Craig has held several positions at different firms throughout his career including Robert W. Baird & Co. Incorporated and INA Security Corporation. Craig's expertise includes providing investment advice and financial planning services. Craig is a Certified Financial Consultant and holds a Series 63 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
IA
07/21/2011 - Present
Northwestern Mutual Investment Services, LLC (Clive IA)
WI
03/26/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
05/24/1979 - 03/23/1984
INA SECURITY CORPORATION
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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