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Michael Wayne Forrester

HIGH NOTE WEALTH, LLC·DEEPHAVEN, Minnesota
SIE, Series 7, Series 66CFPCFAChFCClean record15 years registeredHIGH NOTE WEALTH, LLC
18258 MINNETONKA BOULEVARD, DEEPHAVEN, MN 55391-3359CRD# 3261271Firm CRD# 305768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Wayne Forrester · DEEPHAVEN, MN
Registration
CRD #3261271 · HIGH NOTE WEALTH, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

HIGH NOTE WEALTH, LLC
Nov 2019 – present
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Jun 2011 – Dec 2018
Deephaven, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 30, 2011
Years registered · 15
Professional designations · CFP, CFA, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGH NOTE WEALTH, LLC
CRD 305768 · SEC 801-117495
AUM
$506M
Regulatory assets under management
Employees
8
1,142 client accounts
Services offered by HIGH NOTE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HIGH NOTE WEALTH, LLC →
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05

Frequently Asked Questions

What services does Michael Wayne Forrester offer?
Michael Wayne Forrester specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEEPHAVEN, Minnesota for a consultation.
What are Michael Wayne Forrester's credentials?
Michael Wayne Forrester holds the following professional designations: CFP, CFA, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Wayne Forrester located?
Michael Wayne Forrester is based in DEEPHAVEN, Minnesota, working with HIGH NOTE WEALTH, LLC. Their office serves clients in the DEEPHAVEN metropolitan area and surrounding communities.
How does Michael Wayne Forrester charge for services?
Michael Wayne Forrester's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGH NOTE WEALTH, LLC?
HIGH NOTE WEALTH, LLC has approximately 8 employees and manages $506M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGH NOTE WEALTH, LLC

Kyle James Janovsky
DEEPHAVEN, MN
Katherine Marie Antoinette Forrester
DEEPHAVEN, MN
ChFC

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