CM
ChFC
CM
ChFC

Craig Mickelson

47 Years of Experience
Clive, IA
BrokerSells Insurance

Craig Mickelson is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Clive, IA, with 47 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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

Craig may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns farmland as an investment property since 2002, and uses Professional Financial Planning, Inc. as a shell company for accounting purposes.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2011 - Present · 15 yrs 3 mos
Northwestern Mutual Investment Services, LLC
May 1984 - Present · 42 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 1984 - Present · 42 yrs 5 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 1998 - January 2002 · 3 yrs 10 mos
Ina Security CorporationBroker
May 1979 - March 1984 · 4 yrs 10 mos
State Registrations5 states
FLIAMNMOWI
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.
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