MH
Michael D. Halsema
AE WEALTH MANAGEMENT
New Smyrna Beach, FL 32168
Some features on this profile are disabled
CRD#: 2546757
MH
Professional summary
Michael David Halsema SR, CFP® is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in New Smyrna Beach, Florida.
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 63, SIE, Series 7 and Series 6 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.
1.) Bolerjack Halsema Bowling and White PA; Yes Investment Related; 311 Live Oak Street, New Smyrna Beach FL, 32168; Owner; Tax Preparation Start date 08/1986; 160 hours/month; 160 hours/during trading. Selling Insurance and Annuities. 2.) BHB Holdings: Not Investment Related; 42 South Peninsula Drive Daytona Beach FL, 32118; Owner; Management; Start date 06/2009; 00 hours/month; 00 hours during trading; Owns stock for private college 3.) BHB Properties; Yes Investment Related; 42 South Peninsula Drive Daytona Beach FL, 32118; Owner; Management; Start date 01/1991; 00 hours/month; 00 hours during trading; Owns real estate 4.) Church of Epiphany; Not Investment Related; 201 Lafayette St. Port Orange FL 32127; Chairman of the finance committee; Start date 01/2005; 5 hours/month; 00 hours during trading; Oversees finances of the church and provides financial advice. 5.) Kimberly Management; Not Investment Related; 805 Rugby Street Orlando FL, 32004; Owner; Start date 01/2015; 01 hours/month; 01 hours during trading; Management company for digital advertising; 6.) MCNT Wealth Management LLC, 311 Live Oak Street New Smyrna Beach, FL. 32168; Managing Member; Start date 11/2021; 02 hours/month; 02 hours during trading; Insurance Sales 7.) Aline Accounting Partners; Investment Related: No; 311 Live Oak Street, New Smyrna Beach FL 32168; Accounting/Tax services; Partner/Employee; Start Date 06/2025; Approx hours per month: 100 ; Approx hours during trading: 100; Partner
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Halsema SR's 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®
Experience
Current
May 24, 2022 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 311 Live Oak St, New Smyrna Beach, FL 32168RIA
CRD#: 282580
New Smyrna Beach, FL
Past
May 4, 2009 - May 24, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
New Smyrna Beach, FL
Past
July 9, 1998 - October 10, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
NEW SMYRNA BEACH, FL
Past
July 6, 1998 - May 24, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NEW SMYRNA BEACH, FL
Past
November 15, 1994 - June 26, 1998
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
Florida(5/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
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
AE WEALTH MANAGEMENT, LLC
CRD#: 282580New Smyrna Beach, FL 32168TRUST BUT VERIFY
Monitor Michael Halsema
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
