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

Michael N. Wirstrom

Some features on this profile are disabled
CRD#: 1412163
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Nelson Wirstrom was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1985. Michael had worked at 2 firms and has passed the Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 22, 1988 - October 6, 1988

DORSEY & COMPANY, INC.

BD
CRD#: 1668
Past

September 24, 1985 - August 2, 1988

B.F. ANDERSON INVESTMENT SECURITIES INC.

BD
CRD#: 16485

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 9/21/1985
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


D&
DORSEY & COMPANY, INC.
DORSEY & COMPANY INC. | STEPHENS FINANCIAL SERVICES | DORSEY INVESTMENT SECURITIES | DORSEY & COMPANY, INC.

CRD#: 1668 / SEC#: 801-35768, 8-7541

BD
Terminated by SEC on 02/01/2022
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
511 Gravier Street, New Orleans, LA 70130-2726
Mailing Address
Phone number
Established
Louisiana since 05/26/1959
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

DORSEY WRAP FEE BROCHURE FOR SEPARATELY MANAGED ACCOUNT PROGRAMS - MAY 2020 (9/25/2020)

Direct owners and executive officers


NamePositionCRD#
PROSPERA FINANCIAL, LLCOWNER
THOMPSON, RAYMOND ANDREWPRESIDENT / CEO / CCO737094

Disclosures


Regulatory Event15

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


DORSEY & COMPANY, INC.

CRD#: 1668

TRUST BUT VERIFY

Monitor Michael Wirstrom

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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