Michael Nackerud
My Mission Statement
My Story and Services
NMLS#: 1234904
Working With You
Every client is unique.
Your goals, aspirations, and challenges are all specific to your financial situation. Financial advice requires a personalized approach to ensure that your needs are being met according to your wishes. In order to provide clients with financial guidance that is appropriate for them, I aim to develop a close relationship with clients to understand their financial priorities and concerns.
Read more about what you can expect when partnering with me as your Financial Advisor.
Starting a conversation with you to understand where you want to be and where you are now is crucial to our partnership. Getting to know you, your ambitions, and the challenges you face will help me gather the information I need to create a financial plan that works for you. We will go over your financial documents and capture your entire financial picture.
I take the information gathered from our initial conversation to create a financial plan that is unique to you. I look to recommend services and products that are appropriate for you. From portfolio management to insurance, I want to ensure that all your needs are met while taking into consideration your risk tolerance and reservations.
After we decide on a financial plan that works for you, I help you open the necessary accounts, transfer assets, and gather the required paperwork. After everything is finalized, your financial plan is in effect.
I work to monitor your financial plan to make sure that it is on track for success. Additionally, I'll schedule regular meetings or calls t keep you updated on your financial plan and to discuss any new considerations/changes in your life. Of course, if you have any questions or concerns you are always free to reach out.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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