linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Jason Habermann

USI Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Jason Habermann

Michael Habermann is a financial advisor with over 20 years of experience in the industry. Michael is registered with USI Securities, Inc. and USI Advisors. Michael is also a Chartered Financial Consultant. Michael has been registered as an investment advisor representative since 2020 and as a broker since 2021. Michael has previously worked with LPL Financial LLC and American Express Financial Advisors.

Firm Information

Michael Habermann is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Bundled consulting and advisory fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Habermann’s Registration & Firm History

MN

05/25/2021 - Present

USI Securities, Inc. (Bloomington MN)

MN

09/23/2004 - 09/10/2020

LPL FINANCIAL LLC (MINNETONKA MN)

MN

06/05/2001 - 08/11/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/05/2001 - 08/11/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

07/12/2000 - 05/22/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/12/2000 - 05/22/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Michael Jason Habermann is right for you?

Licenses & Designations

BC

Issued 09/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jason Habermann.
Not sure if Michael Jason Habermann is right for you?