Mike Wolters & Associates, Ltd.

Mike Wolters & Associates, Ltd. (CRD# 113994) is a financial advisory firm headquartered in , . They manage $20,985,094 in 90 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $233,168
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
The map below shows states where this firm has explicit registration only.

CO, KS, MO, TX

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

Jane Dansby (CRD# 5592952) is an Investment Advisor Representative working at Mike Wolters & Associates, Ltd. in Parkville, MO and has over 15 years of experience in the finance industry.

2
Michael Wolters, financial advisor Parkville MO
Michael J. Wolters
CRD#: 2367903
Parkville, MO

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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