National ATMs
Michael Schwieters CRPC, CFP
Financial Advisor
Michael Schwieters, CRPC, CFP, has been dedicated to the financial services and
insurance industry for over a decade. Michael has a history of academic success, highlighted by
presenting at the National Conference for Undergraduate Research and graduating one year early from
St. John’s University with a degree in Economics. He kicked off his
career working with the
Minneapolis Financial Group. However, he
quickly discovered that he appreciated the small-town
life more than the city and moved back to Stearns County, where he now resides with his wife and two
kids.
Michael continues to serve his communities outside of Magnifi Wealth Management. He enjoys meeting new people while actively volunteering at local events and supporting the communities. Now, he continues his dedication by setting a career goal to develop his client relationships to last a lifetime — not just a few years.
Michael is experienced in financial planning services, retirement planning, investment accounts, and insurance products. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Certified Financial Planner (CFP) designations. Throughout his professional career, Michael has focused on holistic financial planning for his clients to help them pursue their financial goals.
Michael currently holds FINRA Series 63,7, and 65 registrations through LPL Financial. He has Life/Health and Variable Insurance License.
Meet with Michael at any of the following Magnifi Financial branches: Albany, Belgrade, Paynesville, Spicer.
Check the background of this investment professional associated with this site on FINRA's BrokerCheck.
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any |
Not Credit Union |
Not Credit Union |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
