Michael Polan
Michael Polan is a CFP, ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sarasota, FL, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
2601 Cattlemen Rd, Ste 200, Sarasota, FL, 34232
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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 may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Mepolan, LLC and NP2022 Holdings, LLC, dedicating about half of his time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Network Planning Advisors, L.L.C.
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations31 states
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