Michael J. Opp

WEALTH WATCH ADVISORS,

Castle Pines, CO

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CRD#: 2307499

Professional summary

Michael Jay Opp SR, who also goes by Michael Jay Opp, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Castle Pines, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Jay Opp

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.

FIXED INSURANCE AND EQUITY INDEXED ANNUITIES. UNIVERSAL LIFE, WHOLE LIFE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Opp SR'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

September 10, 2021 - Present

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Castle Pines, CO

Past

March 9, 2007 - October 1, 2007

KCD FINANCIAL, INC.

CRD#: 127473

CASTLE ROCK, CO

Past

December 1, 2006 - March 12, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

ENGLEWOOD, CO

Past

January 27, 2006 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

ENGLEWOOD, CO

Past

August 2, 2004 - November 7, 2005

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

COLORADO SPRINGS, CO

Past

February 15, 2002 - June 30, 2004

FORTA FINANCIAL GROUP, INC.

CRD#: 28784

AUSTIN, TX

Past

January 5, 2001 - February 26, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 21, 1998 - February 6, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 2, 1997 - October 5, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/10/2021)

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

State Security Law Exam

IAR

Series 65

Date: 7/14/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/1/1997

General Securities Representative Examination

Current Firm

WEALTH WATCH ADVISORS, INC

CRD#: 172002 / SEC#: 801-96180

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

S Valley Hwy 8310, Englewood, CO 80112

Mailing Address

Phone number

(855) 822-3708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,556
AUM (Assets Under Management)	$ 473,650,570

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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Opp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jay Opp SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCD FINANCIAL, INC.

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

FORTA FINANCIAL GROUP, INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2021

Series 63

Date: 4/4/1997

Series 7

Date: 4/1/1997

Current Firm

WEALTH WATCH ADVISORS, INC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH WATCH ADVISORS, INC

TRUST BUT VERIFY

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