MH
ChFC
MH
ChFC

Michael Habermann

26 Years of Experience
Bloomington, MN
Broker

Michael Habermann is a ChFC-designated registered investment advisor at Usi Securities, INC., based in Bloomington, MN, with 26 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 163 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8000 Norman Center Drive, Suite 610, Bloomington, MN, 55437

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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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Employment History
Current Registrations
Usi Securities, INC.
May 2021 - Present · 5 yrs 5 mos
Usi Securities, INC.Broker
January 2021 - Present · 5 yrs 9 mos
Usi Advisors
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2013 - September 2020 · 6 yrs 9 mos
Afg Financial Services
March 2008 - March 2014 · 6 yrs
LPL Financial LLCBroker
September 2004 - September 2020 · 16 yrs
American Express Financial Advisors INC.Broker
June 2001 - August 2004 · 3 yrs 2 mos
Ids Life Insurance CompanyBroker
June 2001 - August 2004 · 3 yrs 2 mos
American Express Financial Advisors INC.Broker
July 2000 - May 2001 · 10 mos
Ids Life Insurance CompanyBroker
July 2000 - May 2001 · 10 mos
State Registrations1 state
MN
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.
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