Michael Wolters, financial advisor Parkville MO

Michael Wolters

CRD Number: 2367903
Current Firm: Mike Wolters & Associates, Ltd.

Michael Wolters (CRD# 2367903) is an Investment Advisor Representative working at Mike Wolters & Associates, Ltd. in Parkville, MO and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Mike Wolters And Associates, Ltd. Parkville, MO Apr 1994 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1993
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 J. Wolters
Phone Number: 816-741-1957
Registered State(s):
  • CO
  • KS
  • MO
  • TX
Current Firm Details
Mike Wolters & Associates, Ltd.
Firm's CRD Number: 113994
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $212,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, KS, MO, TX

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