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Michael Burgman

13 Years of Experience
Jamison, PA
BrokerSells Insurance

Michael Burgman is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Jamison, PA, with 13 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
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

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.

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Location

2500 York Rd Ste 200, Jamison, PA, 18929

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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

Michael is the President and Treasurer of Lifespring Music, LLC, a music production company, spending minimal time on it. He may also earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products, and owns two LLCs: Micah 6:8 Holdings, LLC (minimal time) and Matthew 25:21 Enterprises, LLC (about half his time).

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2014 - Present · 12 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
May 2012 - Present · 14 yrs
State Registrations27 states
AZCACOCTDCDEFLGAIAKYMAMDMINCNENJNVNYOHPASCTNTXVAVTWAWI
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.