Michael James Nakashima

Current Employers

Employment History

• 04/2016 → 02/2025
  Concourse Financial Group Securities Inc
  Bloomington, MN
• 01/2007 → Present
  (Dba) Innovate Financial Inc
  Bloomington, MN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Bloomington, MN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-04-08 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Richfield, MN
  Fargo, ND
  Bloomington, MN
  Birmingham, AL
• 2010-12-21 → 2016-04-14
  Transamerica Financial Advisors, Llc
  New Richmond, WI
  Richfield, MN
  Cincinnati, OH

Other Businesses

(dba) INNOVATE FINANCIAL,INC; Investment Related; 8120 Penn Avenue South, Suite 565, Bloomington, MN 55431; Financial and Planning Services; Owner/Financial Planner/Independent Insurance Agent; Start Date 01/2007; 200 hours per month with 160 of those hours per month occurring during trading hours; Offer Life, Long-Term Care, and Annuity Insurance product sales and service through varied insurance carriers. >> FEDERAL EXECUTIVE BOARD OF MN; Non-Investment Related; 1 Federal Drive, Suite 2250, St. Paul MN 55111; Federal Benefits Education; Educator/Trainer; Start Date 03/2016; 16 hours per month with those 16 hours per month occurring during trading hours; We are hired and paid by the Federal Executive of Board of Minnesota to train federal employees on their benefits. We train at different agencies all over the state of MN. This is purely for educational purposes. >> NOTARY; Non-Investment Related; 8120 Penn Avenue South, Suite 565, Bloomington, MN 55431; Notary; Notary; Start Date 01/2012; No hours per month; Provide notary services to my clients as/if needed - usually no more than 3-5 times per year.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-13
• S63 Uniform Securities Agent State Law Examination
  2001-02-26

Designations