Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bradley Englund is a financial advisor with over 17 years of experience in the industry. Michael is registered with Great Valley Advisor Group, Inc., which is headquartered in Wilmington, Delaware. Prior to joining Great Valley Advisor Group, Inc., Michael worked for Northwestern Mutual Investment Services, LLC for over 17 years, specializing in providing financial guidance to individuals and families. Michael holds a Series 6, Series 7TO, and Series 63 license as well as the SIE exam, along with the designation of Chartered Financial Consultant. Michael is licensed in 23 states, including California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Minnesota, Montana, Nebraska, Nevada, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, and Wisconsin.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
A percentage of the total value of assets under management is charged.
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2
MN
12/12/2023 - Present
Great Valley Advisor Group, Inc. (Woodbury MN)
MN
04/18/2006 - 09/25/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE ELMO MN)
BC
Issued 06/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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