Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Phillipson is a financial advisor with Northwestern Mutual Investment Services, LLC located in Edina, Minnesota. Michael has been in the financial services industry since 2006. Prior to joining Northwestern Mutual Investment Services, LLC, Michael worked at CRI SECURITIES, LLC and SECURIAN FINANCIAL SERVICES, INC. Michael has passed several industry exams, including the Series 7TO, SIE, and Series 7.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
05/01/2024 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
MN
07/27/2006 - 08/17/2007
CRI SECURITIES, LLC (ST. PAUL MN)
MN
07/27/2006 - 08/17/2007
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 06/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Phillipson is the right advisor for you? Invested Better is here to help.
