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MG

Michael D. Ganey

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CRD#: 2515482
MG

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 David Ganey, who also goes by Michael Ganey, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1995. Michael had worked at 4 firms and has passed the Series 63, Series 65, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Ganey

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.
1. KBIC LLC, not investment related, Carmel, IN, insurance consulting firm, Controller since 01/2017, approximately 80 hours/month, all during securities trading hours, duties include accounting and bookkeeping for the company 2. Whisper Bay Consulting Incorporated, not investment related, Carmel, IN, accounting and tax services, Owner/President since 07/2009, approximately 16 hours/month, all during securities trading hours, duties include accounting and tax services

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

April 10, 2018 - March 25, 2022

BLACKWOOD INVESTMENT GROUP, LLC

RIA
CRD#: 139859
Carmel, IN
Past

January 1, 2008 - April 23, 2018

INTEGRATED INVESTMENT STRATEGIES,INC.

RIA
CRD#: 122706
INDIANAPOLIS, IN
Past

February 6, 2002 - November 30, 2007

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
CARMEL, IN
Past

November 28, 2001 - November 30, 2007

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
CARMEL, IN
Past

March 15, 1995 - December 3, 2001

J. MICHAEL-PATRICK, L.L.C.

BD
CRD#: 36990
CLAYTON, MO

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


State Security Law Exam
RR
Series 63
Date: 11/10/1994
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1994
General Securities Principal Examination

Current Firm


BI
BLACKWOOD INVESTMENT GROUP, LLC
BLACKWOOD INVESTMENT GROUP, LLC

CRD#: 139859 / SEC#:

Indiana
Registered Investment Advisory firm - (3/16/2006 Approved)
Texas
Registered Investment Advisory firm - (2/11/2016 Conditional Restricted)
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Contact information


Main Address
Indianapolis, IN
Mailing Address
5868 E 71st St, Suite E 331, Indianapolis, IN 46220
Phone number
(317) 570-4944
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 4,785,481

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


BLACKWOOD INVESTMENT GROUP, LLC

CRD#: 139859

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