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Michael R Wilt

CRD# 1785219·Registered 1999 - 2015
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael R Wilt, who also goes by Michael Wilt, was a registered financial advisor. Michael was a previously registered financial advisor and started their career in finance 1999 - 2015. Michael had worked at 7 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Wilt

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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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Years of Experience

27 years in the financial services industry

Current & Past Employments

AMP WEALTH MANAGEMENT·CRD# 108712
RIA
Whitefish Bay, WI
March 13, 2012 - May 13, 2015
CEDAR CREEK SECURITIES, INC.·CRD# 118498
RIA
Milwaukee, WI
August 12, 2010 - December 15, 2011
CEDAR CREEK SECURITIES, INC.·CRD# 118498
BD
Milwaukee, WI
August 12, 2010 - December 15, 2011
MORGAN STANLEY·CRD# 149777
RIA
Milwaukee, WI
June 1, 2009 - August 30, 2010
MORGAN STANLEY·CRD# 149777
BD
Milwaukee, WI
June 1, 2009 - August 30, 2010
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Milwaukee, WI
September 8, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Milwaukee, WI
September 8, 2006 - June 1, 2009
J.P. MORGAN SECURITIES INC.·CRD# 18718
BD
Milwaukee, WI
July 1, 2006 - September 27, 2006
BANC ONE SECURITIES CORPORATION·CRD# 16999
RIA
Milwaukee, WI
June 6, 2002 - September 22, 2006
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
Milwaukee, WI
May 15, 2002 - July 1, 2006
BANC ONE CAPITAL MARKETS, INC.·CRD# 23065
BD
Chicago, IL
February 11, 1999 - May 10, 2002

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Current Firm

AW
AMP WEALTH MANAGEMENT

AMP WEALTH MANAGEMENT | ASSET MANAGEMENT FOR PROFESSIONALS INC. | ASSET MANAGEMENT FOR PROFESSIONALS INC | ASSET MANAGEMENT FOR PROFESIONALS INC.

CRD#: 108712 / SEC#: 801-56387

Contact Information

Main Address

421 E. Silver Spring Drive Suite 3, Whitefish Bay, WI 53217

Phone Number

(414) 332-1011

# of Employees

3

Documents

Latest Form ADV

Part 2 Brochures

2025 FORM ADV BROCHURE (INVESTMENT MANAGEMENT SERVICES) (3/28/2025)

Regulatory Assets Under Management

Total Number of Accounts

413

AUM (Assets Under Management)

$220,363,302

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2002About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1999About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Jun 2010About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Feb 1999About the Series 7 exam

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CRS (Client Relationship Summary)

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

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