KM
KM

Katla Michaelson

2 Years of Experience
Edina, MN
BrokerSells Insurance

Katla Michaelson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Edina, MN, with 2 years of industry experience. Katla 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.

Loading...

Location

3600 Minnesota Dr, Suite 600, Edina, MN, 55435

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Katla works as a waitress at Sparetime Entertainment, dedicating a few hours per week. Katla may also earn commissions from insurance companies for selling non-variable life, health, medicare, annuity, disability and/or long term care insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2024 - Present · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
November 2023 - February 2024 · 3 mos
Ameriprise Financial Services, LLCBroker
April 2023 - February 2024 · 10 mos
State Registrations2 states
IAMN
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.