Michael L. Batsell

MADER & SHANNON WEALTH MANAGEMENT

LEANDER, TX

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CRD#: 1149539

Professional summary

Michael Lynn Batsell, who also goes by Michael M Batsell, is a registered financial advisor currently at MADER & SHANNON WEALTH MANAGEMENT located in Leander, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 6, Series 2 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael M Batsell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AS A SOLE PROPRIETOR I SPEND 90% OF MY TIME SELLING AND MARKETING INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lynn Batsell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 20, 2010 - Present

MADER & SHANNON WEALTH MANAGEMENT

RIA

CRD#: 123741

LEANDER, TX

Past

August 23, 2001 - December 31, 2002

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

June 19, 1983 - February 21, 1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT | MADER FINANCIAL GRP. INC. | MADER FINANCIAL ADVISORS, INC. | MADER & SHANNON WEALTH MANAGEMENT, INC.

CRD#: 123741 / SEC#: 801-67482

RIA

Registered Investment Advisory firm - (1/12/2007 Approved)

Kansas

Registered Investment Advisory firm - (2/15/2007 Terminated)

Missouri

Registered Investment Advisory firm - (2/15/2007 Terminated)

Nevada

Registered Investment Advisory firm - (2/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/20/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/22/2001

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 3/4/1978

Non-Member General Securities Examination

Principal/Supervisory Exam

Series 26

Date: 11/8/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT | MADER FINANCIAL GRP. INC. | MADER FINANCIAL ADVISORS, INC. | MADER & SHANNON WEALTH MANAGEMENT, INC.

CRD#: 123741 / SEC#: 801-67482

RIA

Registered Investment Advisory firm - (1/12/2007 Approved)

Kansas

Registered Investment Advisory firm - (2/15/2007 Terminated)

Missouri

Registered Investment Advisory firm - (2/15/2007 Terminated)

Nevada

Registered Investment Advisory firm - (2/15/2007 Terminated)

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Contact information

Main Address

4717 Grand Ave. Ste 800, Kansas City, MO 64112

Mailing Address

Phone number

(816) 751-0585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MADER & SHANNON WEALTH MANAGEMENT, INC. ADV PART 2 (2/24/2025)

Regulatory assets under management

Total Number of Accounts	863
AUM (Assets Under Management)	$ 221,292,619

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael L. Batsell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lynn Batsell's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNSET FINANCIAL SERVICES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

MADER & SHANNON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2009

Series 63

Date: 8/24/2001

Series 6

Date: 8/22/2001

Series 2

Date: 3/4/1978

Series 26

Date: 11/8/2001

Current Firm

MADER & SHANNON WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADER & SHANNON WEALTH MANAGEMENT

TRUST BUT VERIFY

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