Michael Wayne Forrester

Employer firm

High Note Wealth, LLC CRD 305768

$683M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 11/2019
  Northwestern Mutual Investment Services, Llc
  Eden Prairie, MN
• 06/2011 → 12/2018
  Northwestern Mutual Investment Services, Llc
  Eden Prairie, MN
• 11/2019 → Present
  High Note Wealth Llc
  Deephaven, MN

Previous Registrations

• 2011-06-30 → 2018-12-31
  Northwestern Mutual Investment Services, Llc
  Minnetonka, MN
  Deephaven, MN

Other Businesses

1) 01/2011 INDEPENDENT LICENSED INSURANCE AGENT; MINNESOTA; NON INVESTMENT RELATED; LIFE, HEALTH, LONG TERM CARE, DISABILITY 2) 05/08/2017 ONE DEEPHAVEN LLC; NON INVESTMENT RELATED; 18258 MINNETONKA BOULEVARD, DEEPHAVEN, MINNESOTA 55391, MEMBER, HOURS PER MONTH:<5, HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5, 10% OWNER OF THE LLC AND RECEIVES MONTHLY AND QUARTERLY RENTAL INCOME

Exams

• S66 Uniform Combined State Law Examination
  2011-06-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Financial Analyst