Michael Takazono
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
5 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Navy Federal Investment Services, LLCOct 2025 to now
- Navy Federal Financial Group, LLCOct 2025 to now
- Keene Financial Group, LLCMar 2025 to Oct 2025
- Eagle Strategies LLCMay 2024 to Oct 2025
- Ameriprise Financial Services, LLCJun 2022 to Apr 2024
- New York Life Insurance CompanyJul 2017 to May 2022
- New York Life InsuranceAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (AK, CA, HI, NV, WA).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5647538
- Firm CRD
- 138459