Michael Zigler, financial advisor Coon Rapids MN
76 score

Michael Zigler

CRD Number: 1020776
Current Firm: Invest Financial Corporation

Michael Zigler (CRD# 1020776) is an Investment Advisor Representative working at Invest Financial Corporation in Coon Rapids, MN and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Coon Rapids, MN Mar 2009 - Current 7
Intersecurities Inc. Coon Rapids, MN Jun 2007 - Mar 2009 1
Ssn Advisory, Inc. Coon Rapids, MN Jan 2006 - Jun 2007 1
Securities Service Network, Inc. Coon Rapids, MN Jan 2006 - Jun 2007 1
Registered Independent Agents,llc Minneapolis, MN Aug 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael R. Zigler
Phone Number: (813) 880-5300
Registered State(s):
  • AZ
  • SD
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
76

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