Michael A. Wienandt
Professional summary
Michael Alan Wienandt, who also goes by Mike Wienandt, is a registered financial advisor currently at EQUITY ADVISORS, LLC located in San Diego, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Alan Wienandt's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2024 - Present
EQUITY ADVISORS, LLC
June 16, 2022 - July 2, 2024
KINETIC INVESTMENT MANAGEMENT, INC.
February 25, 2020 - June 27, 2022
CREATIVEONE WEALTH, LLC
August 16, 2018 - February 19, 2020
CREATIVEONE SECURITIES, LLC
August 16, 2018 - February 19, 2020
CREATIVEONE SECURITIES, LLC
October 31, 2016 - August 16, 2018
KESTRA ADVISORY SERVICES, LLC
October 31, 2016 - August 16, 2018
KESTRA INVESTMENT SERVICES, LLC
September 10, 2013 - November 7, 2016
FORTA FINANCIAL GROUP, INC.
September 10, 2013 - November 7, 2016
FORTA FINANCIAL GROUP, INC.
August 26, 2013 - October 8, 2013
KEY WEST INVESTMENTS, LLC
August 26, 2013 - October 8, 2013
KEY WEST INVESTMENTS, LLC
June 24, 2003 - August 23, 2013
FSC SECURITIES CORPORATION
November 25, 2002 - August 23, 2013
FSC SECURITIES CORPORATION
April 21, 1999 - November 26, 2002
MORGAN STANLEY DW INC.
February 17, 1999 - November 26, 2002
MORGAN STANLEY DW INC.
April 28, 1997 - February 4, 1999
UBS FINANCIAL SERVICES INC.
June 30, 1993 - April 23, 1997
MORGAN STANLEY DW INC.
May 13, 1992 - May 5, 1993
CHATFIELD DEAN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2024)
Exams
Current Firm
EQUITY ADVISORS, LLC
CRD#: 300031 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 34,248,743 |
Red Flags
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