Michael Bollinger, financial advisor Plano TX

Michael Bollinger

CRD Number: 6904295
Current Firm: Bollinger Wealth Management LLC

Michael Bollinger (CRD# 6904295) is an Investment Advisor Representative working at Bollinger Wealth Management LLC in Plano, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bollinger Wealth Management LLC Plano, TX Jan 2018 - Current 6
Unemployed Dallas, TX Aug 2017 - Jan 2018 < 1
Ihs Markit Dallas, TX Jan 2017 - Aug 2017 < 1
Ihs Markit Dallas, TX Jan 2016 - Dec 2016 < 1
Markit Inc. Dallas, TX Jun 2014 - Jan 2016 1
Markit Inc. Dallas, TX Apr 2013 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Michael Bollinger
Phone Number: 214-578-7812
Registered State(s):
  • MO
  • TX
Current Firm Details
Bollinger Wealth Management LLC
Firm's CRD Number: 292344
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $207,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MO, TX

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