Investlinc Wealth Services

Investlinc Wealth Services (CRD# 122031) is a financial advisory firm headquartered in Anaheim, CA. They manage $34,536,513 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $253,945
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Investlinc Wealth Services
Showing 1 - 2 of 2 top financial advisors.
1
Michael C. Waldow
CRD#: 1472459
300 S. Harbor Boulevard, Suite 1000, Anaheim, CA 92805
96
Wealthminder
score

Michael Waldow (CRD# 1472459) is an Investment Advisor Representative working at Investlinc Wealth Services in Anaheim, CA and has over 25 years of experience in the finance industry. Michael Waldow 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.

2
West A. Cohan
CRD#: 6029969
300 S. Harbor Boulevard, Suite 1000, Anaheim, CA 92805
89
Wealthminder
score

West Cohan (CRD# 6029969) is an Investment Advisor Representative working at Investlinc Wealth Services in Anaheim, CA and has over 3 years of experience in the finance industry.

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