Michael Weber (CRD# 5733392) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 14 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcw Financial, Inc. D/b/a Research & Portfolio Management | Crescent Springs, KY | Aug 2011 - Current | 12 |
| American Equity Investment Corp | New Albany, IN | Nov 2013 - Sep 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- KY
- OH
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$493,981
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
KY, OH
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