Michael Davis, financial advisor Rifle CO
93 score

Michael Davis

CRD Number: 5527152
Current Firm: Northwestern Mutual Investment Services,llc

Michael Davis (CRD# 5527152) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rifle, CO and has over 7 years of experience in the finance industry.

Similar Advisors
Craig Snow, financial advisor Rifle CO
Craig W. Snow
CRD# 2130022
Edward Jones
Score
100
Similar Advisors
Deborah Birch, financial advisor Rifle CO
Deborah A. Birch
CRD# 4043371
H.d. Vest Advisory Services, Inc.
Score
96
Similar Advisors
Scott Bolitho, financial advisor Rifle CO
Scott G. Bolitho
CRD# 1238378
Cetera Advisor Networks LLC
Score
96
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Idaho Falls, ID Apr 2009 - Current 7
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2008 - Current 8
Northwestern Mutual Investment Services, LLC Rifle, CO Jun 2013 - Mar 2016 2
Byu-idaho Rexburg, ID Jul 2007 - May 2008 < 1
Kennedy & Associates Rifle, CO Dec 2006 - May 2007 < 1
Utah State University Logan, UT Sep 2006 - Dec 2006 < 1
Dhd Services Rifle, CO Dec 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Michael A. Davis
Phone Number: 866-664-7737
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael Davis and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.