MF
CFP · ChFC
MF
CFP · ChFC

Michael Fuller

29 Years of Experience
Sarasota, FL
BrokerSells Insurance

Michael Fuller is a CFP, ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sarasota, FL, with 29 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
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

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.

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Location

2601 Cattlemen Rd, Ste 200, Sarasota, FL, 34232

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History

Regulatory History
Clean regulatory record

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.

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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 is also the 100% owner of Weichel Fuller Financial, LLC, and dedicates minimal time to roles as Immediate Past President of the State College of Florida Foundation, Trustee of The State College of Florida, and managing investment property for Garfair, Inc.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2006 - Present · 20 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 1996 - Present · 29 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
September 1996 - January 2002 · 5 yrs 4 mos
State Registrations4 states
ALFLINMI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Fuller - Financial Advisor | TrueAdvisor