Michael J. Nesheim
Professional summary
Michael James Nesheim, CFP®, who also goes by Mike James Nesheim, Mike Nesheim, is a registered financial advisor currently at VECTOR WEALTH MANAGEMENT located in Minneapolis, Minnesota.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Nesheim's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
April 2, 2019 - Present
VECTOR WEALTH MANAGEMENT
Office #1: 43 Main Street Se Suite 236, Minneapolis, MN 55414February 2, 2017 - April 1, 2019
BALLAST ADVISORS, LLC
November 26, 2013 - February 7, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
May 13, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
May 13, 2004 - February 7, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
VECTOR WEALTH MANAGEMENT
CRD#: 152667 / SEC#: 801-70998
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2019)
Exams
Current Firm
VECTOR WEALTH MANAGEMENT
CRD#: 152667 / SEC#: 801-70998
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,161 |
| AUM (Assets Under Management) | $ 1,488,809,873 |
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
VECTOR WEALTH MANAGEMENT
CRD#: 152667Minneapolis, MN 55414TRUST BUT VERIFY
Monitor Michael Nesheim
Get automatic monthly alerts on: