Michael Tuomas Collegeman
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.Sep 2021 to now
- The Vanguard Group, Inc.Sep 2021 to now
- AIGMay 2019 to Sep 2021
- UnemployedFeb 2019 to May 2019
- Jacqueline FishApr 2018 to Feb 2019
- Jennie DerbyApr 2018 to Feb 2019
- Northwestern Mutual Wealth Management CompanyOct 2017 to Feb 2019
- Northwestern Mutual Investment Services LLCSep 2017 to Feb 2019
- Northwestern Mutual Life Insurance CompanySep 2017 to Apr 2018
- UnemployedJun 2017 to Sep 2017
- Edward JonesNov 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6414118
- Firm CRD
- 106715