AndrewMichaelides- Financial Advisor Otsego, MN

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About Andrew Michaelides

Power Behind My Practice

The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. (Fiduciary Standard) an SEC Registered Investment Advisor. Both firms work behind the scenes to provide back-office support in every area for me as well as providing support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

See Disclosures

General Information

CRD#

6363831

Firm CRD#

140190

Insurance License#

40587009

Name of Broker/Dealer

THE INVESTMENT CENTER, INC.

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Advisor's Number of Clients

Assets Managed by Advisor

$29,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892314/paladinregistry-Pinnacle-Financial-Advisors-detailed-disclosure.html

Disclaimer

All Securities Offered Through The Investment Center, Inc. Member FINRA/SIPC Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor Andrew Michaelides is a registered representative of The Investment Center, Inc. Pinnacle Financial Advisors is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. The Information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

Paladin Advisors

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Andrew Michaelides

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