Michael Morgan
Michael Morgan is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Toledo, OH, with 24 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
148 N Summit St, Toledo, OH, 43604
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Regulatory History (1)
Customer Dispute
October 2016Other 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 Voltron Holdings LLC and Checking the Prop Holdings LLC, both legal entities established for business purposes and investment related, taking about half of Michael's time each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations15 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.