Michael P. Jansen

INTUNE MANAGEMENT

North Branch, MN

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CRD#: 1019827

Professional summary

Michael Philip Jansen is a registered financial advisor currently at INTUNE MANAGEMENT CORP. located in North Branch, Minnesota.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Michael has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

J&B Pallets (Director only) Non-investment related. Wood shipping pallet recycling. Since 2012. I devote around 3 hours a month to the company. Address: 1215 S 10th St, Lake City, MN 55041 Phone: (651) 345-3854

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Philip Jansen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2005 - Present

INTUNE MANAGEMENT CORP.

RIA

CRD#: 121380

North Branch, MN

Past

February 19, 1998 - August 19, 1998

SECURITIES RESOLUTION CORPORATION

CRD#: 7119

MINNEAPOLIS, MN

Past

December 17, 1996 - March 4, 1997

SECURITIES RESOLUTION CORPORATION

CRD#: 7119

MINNEAPOLIS, MN

Past

December 14, 1982 - December 21, 1995

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

December 22, 1981 - December 22, 1982

UBS FINANCIAL SERVICES INC.

CRD#: 8174

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(4/30/2018)

IAR

Texas
(5/17/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/6/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Current Firm

INTUNE MANAGEMENT CORP.

INTUNE MANAGEMENT | NO LONGER APPLICABLE. | MAYHILL ADVISORS | INTUNE MANAGEMENT CORP.

CRD#: 121380 / SEC#:

Minnesota

Registered Investment Advisory firm - (6/27/2002 Approved)

Texas

Registered Investment Advisory firm - (6/13/2005 Conditional Restricted)

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Contact information

Main Address

North Branch, MN

Mailing Address

Phone number

(612) 704-6500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 74,928,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael P. Jansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Philip Jansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTUNE MANAGEMENT CORP.

SECURITIES RESOLUTION CORPORATION

SECURITIES RESOLUTION CORPORATION

PIPER SANDLER & CO.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/6/1982

Series 7

Date: 11/21/1981

Current Firm

INTUNE MANAGEMENT CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTUNE MANAGEMENT CORP.

TRUST BUT VERIFY

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