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Michelle Muthiani

16 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Michelle Muthiani is a registered investment advisor, based in Minneapolis, MN, with 16 years of industry experience.

Location

2701 University Ave Se, Minneapolis, MN, 55414

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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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Other Business ActivitiesSells Insurance

Michelle is an agent/broker for Borealis Insurance and North Star Resource Group, selling fixed insurance. She also serves as a referrer for a dental recruiter, owns a duplex rental, is on the finance committee for Sanctuary Covenant Church, is a notary public, and is on the Pratt Community School Site Council.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
October 2018 - August 2023 · 4 yrs 10 mos
Cri Securities, LLC
October 2018 - October 2021 · 3 yrs
Securian Financial Services, INC.Broker
November 2009 - August 2023 · 13 yrs 9 mos
Cri Securities, LLCBroker
November 2009 - October 2021 · 11 yrs 11 mos
State Registrations28 states
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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.
Michelle Muthiani - Financial Advisor | TrueAdvisor