Michael Follese (CRD# 1625081) is an Investment Advisor Representative working at Mutual Advisors, LLC in Minneapolis, MN and has over 37 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Advisors, LLC | Casper, WY | Jun 2019 - Current | 4 |
| Mutual Securities, Inc. | Camarillo, CA | Jun 2019 - Current | 4 |
| Grey Fox Financial Partners | Burnsville, MN | Aug 2015 - Current | 8 |
| Principal Life Ins Co | Burnsville, MN | Jan 1987 - Jun 2019 | 32 |
| Princor Financial Services Corporation | Burnsville, MN | Jan 1987 - Jun 2019 | 32 |
| Irg-integris Resource Group LLC | Burnsville, MN | Mar 2003 - Jun 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MN
- TX
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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