Michael Bobowski, financial advisor Waxhaw NC

Michael Bobowski

CRD Number: 5624256
Current Firm: Ae Wealth Management, LLC

Michael Bobowski (CRD# 5624256) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waxhaw, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Oct 2023 - Current < 1
Brolen Davis Integrative Wealth Management Waxhaw, NC Mar 2010 - Current 14
Securities America Inc. Charlotte, NC Feb 2016 - Oct 2023 7
Securities America Advisors Charlotte, NC Feb 2016 - Oct 2023 7
Massmutual Life Insurance Company Charlotte, NC Jan 2010 - Feb 2016 6
Mml Investors Services Inc. Charlotte, NC Jan 2010 - Feb 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Michael D. Bobowski
Phone Number: 866-363-9595
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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