Michael Stendahl

CFG RETIREMENT

EDINA, MN 55435

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CRD#: 2408225

Professional summary

Michael Stendahl, who also goes by Michael Jon Stendahl, Mike Jon Stendahl, is a registered financial advisor currently at CFG RETIREMENT located in Edina, Minnesota.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 18 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Jon Stendahl | Mike Jon Stendahl

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.

(1) CFG RETIREMENT; INVESTMENT RELATED; INSURANCE AGENT; INSURANCE SALES AND SERVICES; EDINA, MN; START 04/2021; 40 HRS PER MONTH; 40 DURING SECURITIES TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

April 21, 2021 - Present

CFG RETIREMENT

Office #1: 4550 W 77th Street Suite 380, Edina, MN 55435

RIA

CRD#: 179516

EDINA, MN

Past

February 3, 2015 - June 13, 2019

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

ARDEN HILLS, MN

Past

April 28, 2014 - February 2, 2015

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

ARDEN HILLS, MN

Past

April 24, 2014 - June 13, 2019

GRADIENT SECURITIES, LLC

CRD#: 127701

ARDEN HILLS, MN

Past

November 27, 2012 - January 29, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

January 27, 2012 - January 29, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 3, 2011 - February 4, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MINNEAPOLIS, MN

Past

November 23, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

MINNEAPOLIS, MN

Past

January 14, 2009 - October 26, 2009

BROOKSTONE SECURITIES, INC.

CRD#: 13366

LAKELAND, FL

Past

February 6, 2006 - January 17, 2007

NOBLE CAPITAL MARKETS, INC.

CRD#: 15768

BOCA RATON, FL

Past

June 7, 2005 - February 7, 2006

FIRST AMERICAN SECURITIES, INC.

CRD#: 35841

ORRVILLE, OH

Past

January 7, 2004 - August 20, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 3, 2003 - January 22, 2004

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

BOLINGBROOK, IL

Past

October 23, 2002 - March 3, 2003

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

March 26, 2002 - October 31, 2002

MELVIN SPECIALISTS, L.L.C.

CRD#: 34945

CHICAGO, IL

Past

July 25, 2001 - December 31, 2001

SERVICE ASSET MANAGEMENT COMPANY

CRD#: 47157

AUSTIN, TX

Past

April 28, 1998 - April 12, 2001

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

August 28, 1995 - April 3, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

February 4, 1995 - August 30, 1995

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

September 11, 1994 - October 25, 1994

ALL-TECH DIRECT, INC.

CRD#: 13992

MONTVALE, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CFG RETIREMENT

ASSURED RETIREMENT FINANCIAL GROUP, INC. | CFG RETIREMENT

CRD#: 179516 / SEC#: 801-129292

RIA

Registered Investment Advisory firm - (1/3/2024 Approved)

Minnesota

Registered Investment Advisory firm - (3/17/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/21/2021)

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

IAR

Series 66

Date: 1/26/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/4/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/31/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 12/22/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/2017

General Securities Principal Examination

Current Firm

CFG RETIREMENT

ASSURED RETIREMENT FINANCIAL GROUP, INC. | CFG RETIREMENT

CRD#: 179516 / SEC#: 801-129292

RIA

Registered Investment Advisory firm - (1/3/2024 Approved)

Minnesota

Registered Investment Advisory firm - (3/17/2025 Terminated)

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Contact information

Main Address

4550 W 77th Street Suite #380, Edina, MN 55435

Mailing Address

Phone number

(952) 657-7470

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (3/13/2025)

Regulatory assets under management

Total Number of Accounts	614
AUM (Assets Under Management)	$ 181,849,897

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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Advisor Monitoring

Firm Stability Insights

Michael Stendahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

BROOKSTONE SECURITIES, INC.

NOBLE CAPITAL MARKETS, INC.

FIRST AMERICAN SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

FIS BROKERAGE & SECURITIES SERVICES LLC

RUMSON CAPITAL, LLC

MELVIN SPECIALISTS, L.L.C.

SERVICE ASSET MANAGEMENT COMPANY

PIPER SANDLER & CO.

AMERIPRISE ADVISOR SERVICES, INC.

U.S. BANCORP INVESTMENTS, INC.

ALL-TECH DIRECT, INC.

Primary Firm SEC Registration

CFG RETIREMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2004

Series 63

Date: 5/4/1995

SIE

Date: 10/1/2018

Series 55

Date: 12/31/1998

Series 7

Date: 12/22/1993

Series 24

Date: 8/29/2017

Current Firm

CFG RETIREMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFG RETIREMENT

TRUST BUT VERIFY

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