AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Michael E. Svenson

Some features on this profile are disabled
CRD#: 2049159
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Edward Svenson, who also goes by Mike Svenson, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1990. Michael had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Svenson

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 27, 1992 - July 8, 1993

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
Past

January 15, 1991 - June 10, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

January 15, 1991 - June 10, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

June 27, 1990 - October 18, 1990

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JG
JOHN G. KINNARD AND COMPANY, INCORPORATED
JOHN G. KINNARD AND COMPANY, INCORPORATED

CRD#: 466 / SEC#: , 8-11061

BD
Terminated by SEC on 06/02/2001
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 09/05/1962
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STOCKWALK GROUP, INC.PARENT COMPANY
HOUDEK, JEFFREY LONNFINOP/CFO2664944
JOHNSON, DAVID BRUCEDIRECTOR259171
MILLER, ELDON CHARLESDIRECTOR334711
SCHIERMAN, MICHAEL BERNARDDIRECTOR OF COMPLIANCE2353419

Disclosures


Regulatory Event16
Arbitration7
Bond6

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.

Company Information


JOHN G. KINNARD AND COMPANY, INCORPORATED

CRD#: 466

TRUST BUT VERIFY

Monitor Michael Svenson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics