Michael
Habermann

Usi Securities, Inc

CRD#4210639
Investment Advisor
in Minneapolis, MN

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About this Advisor

Michael Habermann is a financial advisor based in Minneapolis, Minnesota, working with Usi Securities, Inc. Michael has previously held positions at Lpl Financial LLC, Usi Advisors, Inc, Usi Consulting Group, Inc, Associated Financial Group, LLC, and Usi Securities, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Michael is part of Usi Securities, Inc, which operates out of Minneapolis, Minnesota. The firm has 14 offices and 24 employees. The services offered by the firm include the selection of other advisers. The fee structure at Usi Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8000 Norman Center Drive Suite 610
Minneapolis, MN 55437

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Usi Securities, Inc Brokerage Details

Total Number of Employees

24

MN Average: 35

Investment Advisory Services

  • Selection of other advisers

Michael Habermann Work History

2021 - Present (3 years)

Usi Securities, Inc

2021 - Present (3 years)

Usi Consulting Group, Inc

2020 - Present (4 years)

Usi Advisors, Inc

2020 - 2021 (1 year)

Usi Consulting Group, Inc

2004 - 2020 (16 years)

Lpl Financial LLC

2004 - 2020 (16 years)

Associated Financial Group, LLC

Disclosures

Please visit the SEC profile of Michael Habermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usi Securities, Inc

Scott Mcquillen
Minneapolis, MN
Nicholas Moore
Blue Bell, PA
Kimberly Wade
Cincinnati, OH
Gina D'Amiano
Fort Lauderdale, FL
David Graver
Glastonbury, CT
Christopher Moreton
Glastonbury, CT
Kimberly Youngerman
Phoenix, AZ
Melinda Robidoux
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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