Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sheppard is a financial advisor with over 16 years of experience in the financial services industry. Michael Sheppard is a registered representative of Thrivent Investment Management Inc. and is also a Certified Financial Planner. Michael Sheppard has worked for a number of financial institutions, including Northwestern Mutual Investment Services, LLC, Principal Securities, Inc., and Securian Financial Services, Inc. Michael Sheppard provides financial planning and portfolio management services to individuals and businesses. Michael Sheppard is dedicated to helping clients achieve their financial goals.
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.
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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WI
07/19/2022 - Present
Thrivent Investment Management Inc. (Milwaukee WI)
WI
02/26/2019 - 07/15/2022
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
03/03/2015 - 02/21/2019
PRINCIPAL SECURITIES, INC. (Milwaukee WI)
WI
08/15/2014 - 02/16/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/03/2012 - 04/22/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/17/2010 - 09/28/2012
NORTHERN TRUST SECURITIES, INC. (MILWAUKEE WI)
WI
01/01/2006 - 07/14/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BROOKFIELD WI)
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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