Michael Mohlman, financial advisor Fort Wayne IN

Michael Mohlman

CRD Number: 3132492
Current Firm: Sb Advisory, LLC

Michael Mohlman (CRD# 3132492) is an Investment Advisor Representative working at Sb Advisory, LLC in Fort Wayne, IN and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
San Blas Securities Atlanta, GA Jan 2022 - Current 2
Spire Securities Mclean, VA Jan 2022 - Jan 2022 < 1
Independent Advisor Alliance, LLC Fort Wayne, IN Feb 2018 - Jan 2022 3
Lpl Financial, LLC Fort Wayne, IN Jul 2014 - Dec 2021 7
Mohlman Asset Management LLC Fort Wayne, IN Jul 2014 - Feb 2018 3
Wells Fargo Advisors LLC Fort Wayne, IN May 2009 - Jul 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael D. Mohlman
Phone Number: 404-704-0406
Registered State(s):
  • IN
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    826
    ACCOUNTS
  • Average Account Value
    $298,777
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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