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Michael Gavan Griesmeyer Mr.

CFP®
WEALTH MANAGEMENT GROUP
Tipp City, OH
·CRD# 1309016·42 years experience

Professional Summary

Michael Gavan Griesmeyer MR., CFP®, who also goes by Michael Gavan Griesmeyer, Mike Griesmeyer, is a registered financial advisor currently at WEALTH MANAGEMENT GROUP located in Tipp City, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Gavan Griesmeyer, Mike Griesmeyer

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 1989

Years of Experience

42 years in the financial services industry

Current & Past Employments

WEALTH MANAGEMENT GROUP·CRD# 108749
RIA
Tipp City, OH
June 21, 2004 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Tipp City, OH
January 9, 2017 - May 25, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Tipp City, OH
June 16, 2009 - October 28, 2015
LPL FINANCIAL LLC·CRD# 6413
BD
Tipp City, OH
June 12, 2009 - May 30, 2024
FSC SECURITIES CORPORATION·CRD# 7461
RIA
Dayton, OH
February 5, 2001 - June 17, 2009
FSC SECURITIES CORPORATION·CRD# 7461
BD
Dayton, OH
August 20, 1991 - June 17, 2009
WESTMINSTER FINANCIAL SECURITIES, INC.·CRD# 20677
BD
Beavercreek, OH
November 8, 1988 - August 23, 1991
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
June 10, 1986 - August 31, 1988
PFS INVESTMENTS INC.·CRD# 10111
BD
October 5, 1984 - January 28, 1986

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Current Firm

WM
WEALTH MANAGEMENT GROUP

J. MATHEW CHOYCE FINANCIAL ADVISORS | WEALTH MANAGEMENT GROUP, INC. | WEALTH MANAGEMENT GROUP INC | WEALTH MANAGEMENT GROUP

CRD#: 108749 / SEC#: 801-41117
RIA
Registered Investment Advisory firm - SEC (5/12/2004 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (1/2/2026 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/23/2004 Approved)
Texas
Registered Investment Advisory firm - Texas (12/13/2023 Approved)
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).

Contact Information

Main Address

Tipp City, OH

Phone Number

(937) 877-1280

# of Employees

7

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

170

AUM (Assets Under Management)

$31,692,909

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. 02/17/2015 - WEALTH MANAGEMENT GROUP, INC. - INV REL - 811 JUNIPER CT., TIPP CITY, OHIO 45371 - NON-VARIABLE INSURANCE - START 07/01/2009 - 510 HR/MO NONE DURING SECS TRDG HRS - LICENSED INSURANCE AGENT SELLING LIFE, HEALTH, LTHC, AND DISABILITY INSURANCE, AND FIXED ANNUTIES 2. 08/13/2015 - WEALTH MANAGEMENT GROUP, INC. - INV REL - 811 JUNIPER CT, TIPP CITY, OH 45371-2769 - REGISTERED INVESTMENT ADVISOR HYBRID - START 07/01/2014 - 80 HOURS PER MONTH, 80 DURING TRADING - IN ADDITION TO INVESTMENT MANAGEMENT SERVICES, PROVIDE FINANCIAL PLANNING FOR HOURLY FEE OR FIXED RATE 3. 08/13/2015 - WEALTH MANAGEMENT GROUP - IVN REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 4. 8/7/2017 - Camelot Creek Farm LLC - Investment Related - Huber Heights, OH - Real Estate Rental - Started 07/27/2017 - 5 Hours Per Month/1 Hour During Securities Trading.

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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.
IAR
Nevada
(1/5/2026)
IAR
Ohio
(6/21/2004)
IAR
Texas
(12/13/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1986About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1984About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 1992About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Gavan Griesmeyer MR.'s CRS (Customer Relationship Summary).

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