Katla Michaelson
Investment Adviser Representative at Northwestern Mutual Investment Services,llc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katla Michaelson is an investment adviser representative with Northwestern Mutual Investment Services,llc in Edina, MN, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
21 states and territories
Alabama, Arizona, California, Colorado, Florida, Iowa, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nebraska, New York, North Carolina, North Dakota, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Michaelson Funeral HomeNov 2017 – Aug 2019Owatonna, MN
- Luther CollegeAug 2018 – May 2019Decorah, IA
- St. Thomas UniversityAug 2019 – May 2022St. Paul, MN
- Owatonna/Medford Public SchoolsJan 2012 – Jun 2018Owatonna, MN
- Ameriprise Financial Services, LLCJun 2022 – Feb 2024Owatonna, MN
- Sparetime EntertainmentJan 2014 – no end date reportedOwatonna, MN
- Ameriprise Financial CompanyJun 2022 – Feb 2024Owatonna, MN
- Michaelson Funeral HomeJan 2019 – Aug 2019Owatonna, MN
- Michaelson MorgansJan 2015 – Jan 2020Owatonna, MN
- Kevin CasperApr 2024 – Aug 2024Edina, MN
- Northwestern Mutual Investment Services LLCApr 2024 – no end date reportedEdina, MN
- Kevin CasperMar 2024 – Apr 2024Edina, MN
- Quack Quack WorldwideAug 2024 – Feb 2026Edina, MN
- Northwestern Mutual Life Insurance CompanyOct 2024 – no end date reportedMilwaukee, WI
- Northwestern Mutual Wealth Management CompanyNov 2024 – no end date reportedMilwaukee, WI
- Prestige Worldwide Enterprises, LLCFeb 2026 – no end date reportedEdina, MN
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Northwestern Mutual Investment Services,llc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Edina, MN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katla Michaelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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