Michael J. Vickerman

VICKERMAN INVESTMENT ADVISORS

SPOKANE, WA 99223

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CRD#: 2510165

Professional summary

Michael James Vickerman JR is a registered financial advisor currently at VICKERMAN INVESTMENT ADVISORS, INC. located in Spokane, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Michael James Vickerman JR'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

July 1, 2021 - Present

VICKERMAN INVESTMENT ADVISORS, INC.

Office #1: 4102 S Regal Street Suite 202, Spokane, WA 99223

RIA

CRD#: 313240

SPOKANE, WA

Past

July 28, 2020 - June 30, 2021

TEN CAPITAL WEALTH ADVISORS, LLC

RIA

CRD#: 159802

SPOKANE, WA

Past

January 1, 2001 - July 27, 2020

VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC.

RIA

CRD#: 108914

SPOKANE, WA

Past

October 11, 1994 - August 4, 2003

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

RENTON, WA

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".

VICKERMAN INVESTMENT ADVISORS, INC.

MY BUCKEY SYSTEM | VICKERMAN INVESTMENT ADVISORS, INC.

CRD#: 313240 / SEC#: 801-120620

RIA

Registered Investment Advisory firm - (3/26/2021 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

Texas
(7/12/2023)

IAR

Washington
(7/1/2021)

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: 12/22/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1994

General Securities Representative Examination

Current Firm

VICKERMAN INVESTMENT ADVISORS, INC.

MY BUCKEY SYSTEM | VICKERMAN INVESTMENT ADVISORS, INC.

CRD#: 313240 / SEC#: 801-120620

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

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Contact information

Main Address

4102 S Regal Street Suite 202, Spokane, WA 99223

Mailing Address

Phone number

(509) 325-7610

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (6/10/2025)

Regulatory assets under management

Total Number of Accounts	1,035
AUM (Assets Under Management)	$ 466,604,869

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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Michael J. Vickerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Vickerman JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

VICKERMAN INVESTMENT ADVISORS, INC.

TEN CAPITAL WEALTH ADVISORS, LLC

VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC.

PACIFIC WEST SECURITIES, INC.

Primary Firm SEC Registration

VICKERMAN INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1995

Series 63

Date: 7/22/1994

Series 7

Date: 7/21/1994

Current Firm

VICKERMAN INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICKERMAN INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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