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Michael Ray Skibbe

Navy Federal Investment Services, LLC

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About Michael Ray Skibbe

Michael Skibbe is an investment advisor representative with Navy Federal Investment Services, LLC. Michael has been in the industry since 2000. Michael is registered with the following securities authorities: North Carolina, Ohio and Texas. Michael is a Series 66 and Series 7 licensed professional. Prior to joining Navy Federal Investment Services, LLC Michael was employed by LPL FINANCIAL LLC, PNC INVESTMENTS and NATCITY INVESTMENTS, INC.. Michael works with individual clients, including high-net-worth individuals.

Firm Information

Michael Skibbe is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Michael Skibbe’s Registration & Firm History

VA

10/27/2022 - Present

Navy Federal Investment Services, LLC (Vienna VA)

NC

10/27/2017 - 09/19/2022

LPL FINANCIAL LLC (WILMINGTON NC)

OH

11/13/2009 - 10/30/2017

PNC INVESTMENTS (WARREN OH)

OH

07/24/2007 - 11/13/2009

NATCITY INVESTMENTS, INC. (CAMPBELL OH)

OH

02/10/2006 - 04/05/2007

1717 CAPITAL MANAGEMENT COMPANY (BOARDMAN OH)

OH

04/24/2001 - 02/09/2006

CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)

MN

11/21/2000 - 04/25/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/21/2000 - 04/25/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/04/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Ray Skibbe.
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