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MJ

Michael C. Jordan

POLAR INVESTMENT COUNSEL
Duluth, MN 56701
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CRD#: 262088
MJ

Professional summary


Michael Charles Jordan is a registered financial professional currently at POLAR INVESTMENT COUNSEL, INC. located in Duluth, Minnesota.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1974. Michael has worked at 16 firms and has passed the Series 63, Series 79TO, Series 52TO, Series 99TO, Series 7TO, SIE, Series 3, Series 31, PC, Series 1, Series 53, Series 28, Series 4, Series 24 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Charles Jordan'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

July 7, 1997 - Present

POLAR INVESTMENT COUNSEL, INC.

Office #1: 5161 Miller Trunk Hwy, Duluth, MN 56701Office #5: 19547 210th Av Ne, Thief River Falls, MN 56701
BD
CRD#: 42847
Duluth, MN
Past

June 21, 1995 - July 22, 1997

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

February 1, 1989 - June 20, 1995

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

October 17, 1988 - February 9, 1989

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

May 8, 1987 - October 17, 1988

THE MILWAUKEE COMPANY

BD
CRD#: 823
Past

May 29, 1986 - April 27, 1987

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

October 30, 1984 - April 8, 1986

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

March 7, 1984 - November 7, 1984

ROONEY, PACE INC.

BD
CRD#: 6218
Past

August 21, 1981 - March 5, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

February 16, 1978 - September 8, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 18, 1978 - February 18, 1978

LOEB PARTNERS

BD
CRD#: 7534
Past

May 5, 1977 - January 18, 1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

BD
CRD#: 7394
Past

April 29, 1976 - May 5, 1977

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412
Past

September 24, 1974 - February 5, 1976

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

September 24, 1974 - July 5, 1976

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

September 24, 1974 - July 5, 1976

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(9/13/2010)
RR
Colorado
(1/7/2016)
RR
Indiana
(10/18/2000)
RR
Kansas
(10/23/2025)
RR
Minnesota
(11/1/2005)
RR
Texas
(4/26/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/19/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/29/1994
Futures Managed Funds Examination
General Industry/Product Exam
RR
PC
Date: 7/21/1989
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 9/13/1974
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 3/21/1998
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 11/18/1996
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


PI
POLAR INVESTMENT COUNSEL, INC.
POLAR INVESTMENT COUNSEL, INC.

CRD#: 42847 / SEC#: 801-64516, 8-50039

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
19547 210th Av Ne, Thief River Falls, MN 56701
Mailing Address
19547 210th Ave Ne, Thief River Falls, MN 56701
Phone number
(218) 681-7344
Established
Wisconsin since 05/22/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PICI ADV PART 2 BROCHURE (3/24/2014)

Direct owners and executive officers


NamePositionCRD#
GLACIER GROUPS INCSHAREHOLDER
ABBOTT, SHERRY LYNNSR VICE PRESIDENT, GP, CHIEF COMPLIANCE OFFICER, CFO4514120
JORDAN, MICHAEL CHARLESPRESIDENT, GP, FINOP, OPTIONS PRINCIPAL, MUNICIPAL PRINCIPAL262088

Disclosures


Regulatory Event2

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


POLAR INVESTMENT COUNSEL, INC.

CRD#: 42847Duluth, MN 56701

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