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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Palmquist has been in the financial services industry since June 1998. Michael is currently registered as an Investment Advisor Representative with First Heartland Consultants, Inc. in the states of Arizona and Minnesota. Michael is also registered as a Registered Representative with FINRA. Michael has held previous positions at Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Michael holds Series 6, 7, 63, and 65 licenses and the SIE. Michael specializes in providing financial planning services, pension consulting, and portfolio management for businesses and individuals. Michael also provides educational seminars and publications.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
01/07/2014 - Present
First Heartland Consultants, Inc. (DUNDAS MN)
MN
07/01/2002 - 12/20/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
06/10/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 11/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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