MS
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Michael Skibbe

25 Years of Experience
Vienna, VA
Broker

Michael Skibbe is a registered investment advisor at Navy Federal Investment Services, LLC, based in Vienna, VA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
149 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K

Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.

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Location

1007 Electric Ave, Vienna, VA, 22180

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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
Navy Federal Investment Services, LLC
September 2022 - Present · 3 yrs 10 mos
Navy Federal Investment Services, LLCBroker
September 2022 - Present · 3 yrs 10 mos
Navy Federal Investment Services, LLC
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
June 2020 - September 2022 · 2 yrs 3 mos
Private Advisor Group, LLC
October 2017 - June 2020 · 2 yrs 8 mos
LPL Financial LLCBroker
October 2017 - September 2022 · 4 yrs 11 mos
PNC InvestmentsBroker
November 2009 - October 2017 · 7 yrs 11 mos
PNC Investments
November 2009 - October 2017 · 7 yrs 11 mos
Natcity Investments, INC.
July 2007 - November 2009 · 2 yrs 4 mos
Natcity Investments, INC.Broker
July 2007 - November 2009 · 2 yrs 4 mos
1717 Capital Management Company
February 2006 - April 2007 · 1 yr 2 mos
1717 Capital Management CompanyBroker
February 2006 - April 2007 · 1 yr 2 mos
Capital Securities of America, INC.Broker
April 2001 - February 2006 · 4 yrs 10 mos
American Express Financial Advisors INC.Broker
November 2000 - April 2001 · 5 mos
Ids Life Insurance CompanyBroker
November 2000 - April 2001 · 5 mos
State Registrations4 states
NCOHTXWI
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 Skibbe - Financial Advisor | TrueAdvisor