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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 Townsend is a financial advisor with Cetera Investment Advisers LLC in Minnetonka, Minnesota. Michael has been in the financial services industry since 2010. Previously, Michael worked at Questar Capital Corporation, Allianz Life Financial Services, LLC, and Wells Fargo Advisors, LLC. Michael specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Michael also offers educational seminars and selects other advisors for clients. Michael holds the Series 66, Series 7, and SIE licenses. Michael also holds life, annuity, and long-term care insurance licenses.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
10/06/2016 - 02/16/2018
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
05/14/2011 - 10/18/2016
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
03/20/2008 - 07/02/2009
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
BOTH
Issued 4/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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