Michael W. Vandenburg

COAST WEALTH MANAGEMENT

San Clemente, CA 92672

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CRD#: 2654636

Professional summary

Michael Wade Vandenburg, CFP® is a registered financial advisor currently at COAST WEALTH MANAGEMENT, INC. located in San Clemente, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 8 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 Wade Vandenburg'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 29, 2019 - Present

COAST WEALTH MANAGEMENT, INC.

Office #1: 302 N El Camino Real 212-c, San Clemente, CA 92672

RIA

CRD#: 129090

San Clemente, CA

Past

May 29, 2018 - December 31, 2018

COAST WEALTH MANAGEMENT, INC.

RIA

CRD#: 129090

SAN CLEMENTE, CA

Past

January 24, 2014 - December 31, 2017

COAST WEALTH MANAGEMENT, INC.

RIA

CRD#: 129090

SAN CLEMENTE, CA

Past

December 4, 2003 - December 31, 2013

COAST WEALTH MANAGEMENT, INC.

RIA

CRD#: 129090

SAN CLEMENTE, CA

Past

November 23, 1999 - June 12, 2002

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LAGUNA HILLS, CA

Past

November 16, 1995 - June 12, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

September 13, 1995 - October 31, 1995

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

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

California
(1/29/2019)

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: 10/4/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/12/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 8/4/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

COAST WEALTH MANAGEMENT, INC.

CRD#: 129090 / SEC#: 801-68833

RIA

Registered Investment Advisory firm - (11/13/2012 Terminated)

California

Registered Investment Advisory firm - (1/29/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

302 North El Camino Real Suite C-212, San Clemente, CA 92672

Mailing Address

Phone number

(949) 366-5885

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 40,850,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael W. Vandenburg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Wade Vandenburg's CRS (Customer Relationship Summary).

Certified licenses

Experience

COAST WEALTH MANAGEMENT, INC.

COAST WEALTH MANAGEMENT, INC.

COAST WEALTH MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/1999

Series 63

Date: 9/15/1995

Series 7

Date: 9/12/1995

Series 8

Date: 8/4/1999

Current Firm

COAST WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COAST WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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