Michael Nakashima

Michael Nakashima [ChFEBC℠]

8120 Penn Ave South
Suite 565
Bloomington, MN 55431

Original Certification Date: 1/22/2007

ChFEBC℠ Number: 041B2N70M

Organization: Innovate Financial, Inc

Broker Dealer: Concourse Financial

Phone: 612-824-1107
Cell: 612-720-0209
Fax: 612-545-0558

Email: mike@innovatefinancial.com

Website: www.innovatefinancial.com

States Currently Licensed: AZ, CA, FL, IA, KY, MD, MA, MN, NV, NJ, ND, OR, PA, TX, UT, VA, WI

Primary Insurance: American National, Jackson National Life, North American, Pacific Life

Primary Investment: Orion Portfolio Solutions, TD Ameritrade and Charles Schwab as custodians

Services: We offer comprehensive financial planning with a primary client base of federal employees. We have trained over 5000 federal employees on their federal employee benefits and making the most of them both while working and in retirement. We are compensated by fee based planning and also by earning a fee on assets under management

Additional Information: Securities offered through Concourse Financial Group Securities, Inc (CFGS), Member FINRA/SIPC. Advisory services through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Innovate Financial, Inc is independent of Concourse Financial Group Securities, Inc. Non-securities products and services are not offered through Concourse Financial Group Securities, Inc (CFGS) Innovate Financial, Inc does not provide tax nor accounting advice