Michael Puckly, financial advisor South Windsor CT

Michael Puckly

CRD Number: 1451656
Current Firm: Wellspring Financial, LLC

Michael Puckly (CRD# 1451656) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has 1 year of experience in the finance industry.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Wellspring Financial, LLC South Windsor, CT Jun 2017 - Current 4
Wellspring Financial, LLC South Windsor, CT Feb 2017 - Current 4
Lifeline Financial, LLC Hartford, CT Jan 2008 - Jun 2017 9

Michael Puckly has no recent exams reported.
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Puckly
Phone Number: 860-787-5064
Registered State(s):
  • CT
  • MA
  • NY
Current Firm Details
Wellspring Financial, LLC
Firm's CRD Number: 288023
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $195,207
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CT, MA, NY

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