Michael R. Skibbe

NAVY FEDERAL INVESTMENT SERVICES

Jacksonville, NC 28546

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CRD#: 4284767

Professional summary

Michael Ray Skibbe, who also goes by Michael R Skibbe, is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in Jacksonville, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael R Skibbe

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. 8/10/2020 - Sharonview Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/15/2020 - 120 Hours Per Month/6 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael Ray Skibbe'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

September 9, 2022 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 1171 Western Blvd, Jacksonville, NC 28546

RIA

CRD#: 138459

Jacksonville, NC

Current

September 9, 2022 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 1171 Western Blvd, Jacksonville, NC 28546

RIA

CRD#: 138459

Jacksonville, NC

Past

June 15, 2020 - September 19, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

WILMINGTON, NC

Past

October 30, 2017 - June 10, 2020

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Hampstead, NC

Past

October 27, 2017 - September 19, 2022

LPL FINANCIAL LLC

CRD#: 6413

WILMINGTON, NC

Past

November 13, 2009 - October 30, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WARREN, OH

Past

November 13, 2009 - October 30, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

WARREN, OH

Past

July 24, 2007 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CAMPBELL, OH

Past

July 24, 2007 - November 13, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

CAMPBELL, OH

Past

February 15, 2006 - April 5, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

BOARDMAN, OH

Past

February 10, 2006 - April 5, 2007

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

BOARDMAN, OH

Past

April 24, 2001 - February 9, 2006

CAPITAL SECURITIES OF AMERICA, INC.

CRD#: 36405

HARTVILLE, OH

Past

November 21, 2000 - April 25, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 21, 2000 - April 25, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC

CRD#: 138459 / SEC#: 801-68067, 8-67161

RIA

Registered Investment Advisory firm - SEC (6/21/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.

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

North Carolina
(9/9/2022)

IAR

North Carolina
(9/9/2022)

Ohio
(9/9/2022)

IAR

Ohio
(9/19/2022)

Texas
(10/27/2022)

IAR

Texas
(10/27/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC

CRD#: 138459 / SEC#: 801-68067, 8-67161

RIA

Registered Investment Advisory firm - SEC (6/21/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1007 Electric Ave, Vienna, VA 22180

Mailing Address

1007 Electric Ave, Vienna, VA 22180

Phone number

(877) 221-8108

Established

Virginia since 09/06/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

176

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

NFIS 2A DISCLOSURE BROCHURE (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
NAVY FEDERAL FINANCIAL GROUP	OWNER
ROSSON, TIMOTHY DAVID	FINOP / PRINCIPAL FINANACIAL OFFICER	7152744
WEISBERG, STEVEN LESLIE	CHIEF COMPLIANCE OFFICER / VP COMPLIANCE, LEGAL & RISK & OPERATIONS	6268061
YOUNG, DIANE	CHIEF OPERATING OFFICER	3098010

Regulatory assets under management

Total Number of Accounts	7,472
AUM (Assets Under Management)	$ 1,713,608,579

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 R. Skibbe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

NAVY FEDERAL INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

CAPITAL SECURITIES OF AMERICA, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

NAVY FEDERAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/4/2001

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2000

FINRA

Current Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

NAVY FEDERAL INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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