AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MC

Michael N. Christiansen

WEILD & CO.
Boulder, CO 80303
Some features on this profile are disabled
CRD#: 1362713
MC

Professional summary


Michael Nelson Christiansen, who also goes by Jerald Michael Christiansen, is a registered financial professional currently at WEILD & CO. located in Boulder, Colorado.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1985. Michael has worked at 6 firms and has passed the Series 63, Series 82TO, Series 99TO, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jerald Michael Christiansen

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Nelson Christiansen'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

April 27, 2017 - Present

WEILD & CO.

Office #1: 777 29th Street Suite 402, Boulder, CO 80303
BD
CRD#: 132398
Boulder, CO
Past

October 25, 2007 - May 24, 2012

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

May 11, 2006 - August 9, 2007

RETIREMENT CAPITAL GROUP SECURITIES, INC.

BD
CRD#: 126716
SAN DIEGO, CA
Past

February 12, 2001 - June 14, 2006

IRC SECURITIES

BD
CRD#: 16049
NEW YORK, NY
Past

December 3, 1997 - January 16, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 29, 1991 - July 8, 1992

IRC SECURITIES

BD
CRD#: 16049
NEW YORK, NY
Past

September 12, 1987 - August 2, 1991

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA
Past

May 23, 1985 - February 14, 1987

IRC SECURITIES

BD
CRD#: 16049

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/9/2018)
RR
Colorado
(6/23/2017)
RR
Florida
(11/6/2017)
RR
Massachusetts
(3/9/2018)
RR
Nevada
(10/31/2017)
RR
New York
(3/9/2018)
RR
South Dakota
(3/28/2024)
RR
Utah
(3/9/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 3/8/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


W&
WEILD & CO.
CMA PARTNERS, LLC | WEILD CAPITAL, LLC | WEILD & CO., LLC | WEILD & CO. | THE NATIONAL RESEARCH STANDARD, INC. | THE NATIONAL RESEARCH STANDARD | THE NATIONAL RESEARCH EXCHANGE | ISSUWORKS CAPITAL, LLC

CRD#: 132398 / SEC#: , 8-66593

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
777 29th Street Suite 402, Boulder, CO 80303
Mailing Address
777 29th Street Suite 402, Boulder, CO 80303
Phone number
(303) 223-9621
Established
New York since 10/22/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEILD & CO., INC.SOLE MEMBER
ONESTO, RICHARD ERNESTFINOP2453096
WEILD, DAVID IVMEMBER, CHAIRMAN AND CEO1336395
WEILD, DAVID IVCHIEF COMPLIANCE OFFICER, AML PRINCIPAL1336395

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.

Company Information


WEILD & CO.

CRD#: 132398Boulder, CO 80303

TRUST BUT VERIFY

Monitor Michael Christiansen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Chris Mitchell Crosby
Chris CrosbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Boise, ID
BK
Baekjoon KangAdvisorCheck Check Mark
GOLDMAN SACHS & CO. LLC
PR
NEW YORK, NY
Alice Ruiz
Alice RuizAdvisorCheck Check Mark
SCHWAB WEALTH ADVISORY, INC.
IAR
RR
San Diego, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics