Michael Lewis is a CFP-designated registered investment advisor, based in New Hope, MN, with 20 years of industry experience.
Location
New Hope, MN
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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.
Learn about disclosures →Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
February 2015 - Present · 11 yrs 3 mos
Transamerica Investors Securities, LLCBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2006 - February 2015 · 8 yrs 4 mos
Ameriprise Financial Services, INC.Broker
January 2006 - February 2015 · 9 yrs 1 mo
Edward JonesBroker
August 2005 - December 2005 · 4 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.