Michael Follese is a registered investment advisor, based in Minneapolis, MN, with 38 years of industry experience.
Location
323 Washington Ave N, Ste 200, Minneapolis, MN, 55401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an independent insurance sales owner, selling life, health, and dental insurance for individuals and groups since 2019, dedicating about a quarter of his time. He is also an independent contractor for Grey Fox Financial Partners, LLC, handling administrative operations, but this takes minimal time.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Advisors, LLC
Mutual Securities, INC.
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.