Michael Nakashima is a CFP-designated registered investment advisor, based in Bloomington, MN, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8120 Penn Avenue South, Suite 565, Bloomington, MN, 55431
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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 the owner/financial planner/independent insurance agent at Innovate Financial, Inc., offering financial and planning services, including life, long-term care, and annuity insurance. This takes up more than full-time hours. Michael also works as an educator/trainer for the Federal Executive Board of MN, dedicating about 10-20% of his time, and provides notary services as needed.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
Jackson National Life Distributors, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations24 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.
Exams
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