Michael N Turgeon

Current Employers

Employment History

• 09/2016 → 06/2018
  Palmetto Advisory Group
  Kiawah Island, SC
• 07/2018 → 05/2020
  Mutual Of Omaha Investor Services
  Atlanta, GA
• 07/2018 → 05/2020
  Mutual Of Omaha Insurance Company
  Atlanta, GA
• 06/2020 → 02/2023
  Thrivent Investment Management Inc
  Alpharetta, GA
• 06/2020 → 08/2020
  Thrivent Financial
  Appleton, WI
• 08/2020 → 02/2023
  Thrivent Financial
  Appleton, WI
• 02/2023 → 11/2024
  Pruco Securities Llc
  Atlanta, GA
• 02/2023 → 11/2024
  Prudential Insurance Company Of America
  Atlanta, GA
• 11/2024 → 02/2025
  Lpl Enterprise, Llc
  Atlanta, GA
• 02/2025 → Present
  Unity Financial Planning Group, Llc
  Kennesaw, GA

Previous Registrations

• 2024-11-14 → 2025-02-19
  Lpl Enterprise, Llc
  Atlanta, GA
• 2023-02-27 → 2024-11-14
  Pruco Securities, Llc.
  Atlanta, GA
• 2020-06-11 → 2023-02-15
  Thrivent Investment Management Inc.
  Heathrow, FL
  Alpharetta, GA
• 2018-08-16 → 2020-06-09
  Mutual Of Omaha Investor Services, Inc.
  Atlanta, GA
• 2015-03-16 → 2016-03-07
  Manning & Napier Advisors, Llc
  Marietta, GA
  Fairport, NY

Other Businesses

1) 10/29/2024 - FiPath 4 Advisors - Refer Me IQ - Technology Company - Began as FiPath4Advisors, changed to Refer Me IQ, an online referral application - Inv Related - At Atlanta, GA - Start Date 02/03/2012 - 0hrs/mth - 0hrs/mth During Trading 2) 10/29/2024 - Five Date Rule Film - Private investment in a local film production - Inv Related - At Atlanta, GA - Start Date 08/14/2022 - 0hrs/mth - 0hrs/mth During Trading 3) 10/29/2024 - BLack Cat Decisions, LLC - Private investor in an analytics company providing calculators - Inv Related - At Atlanta, GA - Start Date 09/01/2000 - 0hrs/mth - 0hrs/mth During Trading 4) 10/24/2024 - T&M Family Enterprises, LLC - Co-Owner with stepbrother (Todd Meucci), One rental property and one property is owner financed - Real Estate Rental - Inv Related - At Atlanta, GA - Start Date 04/22/2013 - 1hrs/mth - 0hrs/mth During Trading 5) 10/24/2024 - Collective Resources International, LLC - Rental Property / Owner financing arrangement - Rental Property / Owner financing arrangement - Inv Related - At Atlanta, GA - Start Date 03/11/2010 - 1hrs/mth - 0hrs/mth During Trading 6) 10/08/2024 - The Turgeon Group, LLC - Open LLC for future use - Business Owner - Inv Related - At Atlanta, GA - Start Date 12/31/2022 - 0hrs/mth - 0hrs/mth During Trading 7) Mr. Turgeon established, in 2024 Peekaboo - Hoodie LLC. He leads the development of an invention project in the apparel industry focused on creating innovative accessories. This venture requires approximately 2 hours per month of his time. 8) Since May 2025, Mr. Turgeon has been co-manager of Financial Concierge Partners, LLC, a networking platform for referral partners and all things financial. This activity may involve investment-related activity and requires approximately 2 hours per month of Mr. Turgeon's time.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-05
• S65 Uniform Investment Adviser Law Examination
  1997-03-06
• S63 Uniform Securities Agent State Law Examination
  1984-06-21

Designations

Other Names

• Mike Turgeon
• Michael Norman Turgeon
• Michael N. Turgeon
• Michael N. Turgeon
• Mike Turgeon