Michael Coleman (CRD# 4735144) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Clearwater, FL and has over 19 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Coleman Nation LLC | Dunedin, FL | Jun 2021 - Current | 2 |
| Skyrocket Inc. | Lakewood, CO | Feb 2020 - Current | 4 |
| Cmg Financial Services | Coronado, CA | Feb 2019 - Current | 5 |
| Delphi Academy Of Los Angeles | Lake View Terrace, CA | Jan 2019 - Current | 5 |
| United Realty Center Inc. | Riverside, CA | Jan 2019 - Current | 5 |
| All For One Inc. | Alpharetta, GA | Jul 2018 - Current | 5 |
| How To Be A Dad | Pasadena, CA | Dec 2017 - Current | 6 |
| Cloudtec LLC | Henderson, NV | May 2013 - Current | 11 |
| Warner Pacific Insurance Services | Westlake Village, CA | Oct 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Clearwater, FL | Jan 2012 - Current | 12 |
| Dynamic Expansion, Inc. | La Cresenta, CA | Feb 2011 - Current | 13 |
| Wfgia | Clearwater, FL | Oct 2003 - Current | 20 |
| Church Of Scientology | Los Angeles, CA | Jun 1979 - Current | 44 |
| Global Expansion Management | La Crescenta, CA | Jan 2016 - Jan 2024 | 8 |
| The Ice Cream Store LLC | Burbank, CA | May 2016 - Nov 2022 | 6 |
| Tridant Enterprises | La Crescenta, CA | Nov 2015 - Nov 2022 | 7 |
| Debtmerica, LLC | Santa Ana, CA | Jan 2020 - Mar 2022 | 2 |
| Burbank System Builders | Burbank, CA | Oct 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
- FL
- NC
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.