Mike Wolters & Associates, Ltd.

Mike Wolters & Associates, Ltd. (CRD# 113994) is a financial advisory firm headquartered in , . They manage $17,441,578 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $160,014
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
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.

CO, KS, MO

Financial Advisors at Mike Wolters & Associates, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Jane E. Dansby
CRD#: 5592952
Parkville, MO
93
Wealthminder
score

Jane Dansby (CRD# 5592952) is an Investment Advisor Representative working at Mike Wolters & Associates, Ltd. in Parkville, MO and has over 7 years of experience in the finance industry.

2
Michael J. Wolters
CRD#: 2367903
Parkville, MO
73
Wealthminder
score

Michael Wolters (CRD# 2367903) is an Investment Advisor Representative working at Mike Wolters & Associates, Ltd. in Parkville, MO and has over 23 years of experience in the finance industry.

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