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Chfc® Michael Habermann Clu®, Aif®

Vp, Director Of Client Service at USI Consulting Group

Michael Habermann, ChFC®, CLU®, AIF® has a diverse and extensive work experience in the financial services industry. Michael is currently employed at USI Consulting Group as the VP, Director of Client Service, a role they assumed in May 2021. Prior to this role, they served as the Vice President, Client Service Manager and Retirement Plan Consultant at USI Consulting Group from July 2020 to May 2021.

Before joining USI Consulting Group, Michael worked at Associated Financial Group for a significant period. From September 2004 to July 2020, they held the role of Vice President, Client Service Manager and Retirement Plan Consultant. In addition, they also served as a Retirement Plan Consultant at Associated Financial Group from August 2004 to September 2019.

Michael's career began at Ameriprise Financial in June 2000, where they worked as an Advisor/Senior Brokerage Operations Associate until August 2004.

Throughout their career, Michael has consistently demonstrated their commitment to client service and has accumulated in-depth knowledge and expertise in retirement planning and financial consulting.

Michael Habermann, ChFC®, CLU®, AIF®, received their BA degree in Sociology from the University of Minnesota. Michael also obtained an AA degree in Liberal Arts from Normandale Community College. In 2009, they completed their ChFC® and CLU® certifications at The American College of Financial Services. Additionally, in 2019, Michael earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications, both from The American College of Financial Services. In 2020, they obtained the Accredited Investment Fiduciary (AIF) certification from Fi360, a Broadridge company.

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Timeline

  • Vp, Director Of Client Service

    May, 2021 - present

  • Vice President Client Service Manager And Retirement Plan Consultant

    July, 2020

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