Michael Middendorf, financial advisor Montgomery TX
96 score

Michael Middendorf

CRD Number: 2969928
Current Firm: Alpha Cubed Investments, LLC

Michael Middendorf (CRD# 2969928) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Montgomery, TX and has over 20 years of experience in the finance industry. Michael Middendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Montgomery TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Similar Advisors
Dan Michalk, financial advisor Montgomery TX
Dan P. Michalk
CRD# 2579778
Waterway Wealth Management, LLC
Similar Advisors
Mollie Strong, financial advisor Montgomery TX
Mollie H. Strong
CRD# 1841209
Centaurus Financial, Inc.
Professional Designations
Company Name Location Dates Years
Alpha Cubed Investments, LLC Newport Beach, CA Oct 2014 - Current 3
The Leaders Group Inc. Littleton, CO Oct 2014 - Current 3
Ameriprise Financial Services The Woodlands, TX Feb 2013 - Oct 2014 1
Bank Of America Na Houston, TX Jan 2011 - Feb 2013 2
Merrill Lynch, Pierce, Fenner & Smith Houston, TX Jul 2006 - Feb 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Michael F. Middendorf
Phone Number: (800) 701-2457
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.