Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katla? Claim Your ProfileKatla Michaelson is a financial advisor with Northwestern Mutual Investment Services, LLC in Edina, Minnesota. Katla Michaelson has been in the industry since 2023. Katla Michaelson holds a Series 66 and Series 7TO license and has been registered with the state of Minnesota since 2024. Prior to joining Northwestern Mutual Investment Services, LLC Katla Michaelson was employed at Ameriprise Financial Services, LLC in Owatonna, Minnesota. Katla Michaelson has experience in investment research, providing referrals to other advisors, and has worked in several other industries such as waitressing and funeral services.
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
MN
04/10/2024 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
MN
04/06/2023 - 02/15/2024
AMERIPRISE FINANCIAL SERVICES, LLC (OWATONNA MN)
BOTH
Issued 11/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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