Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Innovate Financial, Inc. |
| Address: |
6701 Penn Avenue South, Suite 200 |
| City: |
Richfield |
| State: |
MN |
| Zip Code: |
55423 |
| Telephone: |
(612) 824 - 1107 |
| Fax: |
(612) 861 - 5880 |
| Web Site: |
www.innovatefinancial.com |
| |
| Michael Nakashima is a Chartered Federal Employee
Benefits Specialist (ChFEBC) and Financial Planner in Minneapolis. Mike meets
individually with federal employees to discuss their pension options, Thrift
Savings Plan, and other federal benefits. His focus is helping federal employees
truly understand their federal benefits, meet their investment objectives, and
ultimately, retire with confidence. Through 2008: Mike will meet with any federal
employee in the Twin Cities metro area for a free pension analysis, investment
analysis and retirement "gap" calculation. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Michael Nakashima |
(612) 824 - 1107 |
mnakashima@tfamail.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Investment Advisory Representative, Series
7, Series 63
Insurance Licenses (Life, Health, Disability, etc): Life & Health
(health license for disability and long term care insurance)
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): Chartered Federal Employee Benefits Consultant
(ChFEBC)
Education/Area of Study: University of Iowa, BA 1998: International
Business & Japanese Language/Culture
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients
for 8 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
--- |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty: Educating federal employees on
their benefits and helping them make intelligent investment and retirement planning
decisions.
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Transamerica Financial Advisors |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
