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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 Hagen is an investment advisor representative at Great Waters Financial. Michael has been in the securities industry since 2017. Michael is registered with the state of Minnesota as a Registered Investment Advisor. Michael has passed the Series 63, 65, and 7 exams. Michael also has a SIE. Michael's previous experience includes working at J.P. MORGAN SECURITIES LLC, WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and U.S. BANCORP INVESTMENTS, INC. Michael is a member of the Investment Adviser Association and is registered with the Financial Industry Regulatory Authority (FINRA). The focus of Michael's practice is on helping individuals, families, and businesses achieve their financial goals. Michael provides a variety of financial planning and investment management 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.
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.
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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MN
04/11/2022 - Present
Great Waters Financial (SHOREVIEW MN)
MN
02/07/2021 - 11/07/2021
J.P. MORGAN SECURITIES LLC (Minnetonka MN)
MN
04/03/2020 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
02/26/2019 - 02/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
MN
11/29/2017 - 12/14/2018
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 03/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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