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MW

Michael W. Wilcheck

TRUE ALCHEMY ASSET MANAGEMENT
Punta Gorda, FL
Some features on this profile are disabled
CRD#: 2688197
MW

Professional summary

Michael Wayne Wilcheck II is a registered financial advisor currently at TRUE ALCHEMY ASSET MANAGEMENT located in Punta Gorda, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 9 and Series 10 exams.

top-8-questions

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.
MICHAEL WILCHECK II IS ALSO AN INSURANCE AGENT HE SPENDS APPROX 10 HOURS PER WEEK, PRIMARILY AFTER MARKET HOURS, DEVOTED TO INSURANCE SERVICES.

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Wayne Wilcheck II'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®
None

Experience

Current

August 12, 2021 - Present

TRUE ALCHEMY ASSET MANAGEMENT

RIA
CRD#: 312734
Punta Gorda, FL
Past

April 23, 2021 - December 31, 2023

TRUE ALCHEMY ASSET MANAGEMENT

RIA
CRD#: 312734
PUNTA GORDA, FL
Past

November 16, 2018 - August 7, 2020

CRAFT WEALTH SERVICES

RIA
CRD#: 289557
Mainesville, OH
Past

September 3, 2008 - November 26, 2018

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CINCINNATI, OH
Past

September 3, 2008 - November 26, 2018

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CINCINNATI, OH
Past

June 25, 2003 - September 9, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
CINCINNATI, OH
Past

January 1, 1997 - September 9, 2008

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
CINCINNATI, OH

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
(8/12/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 12/24/1996
Municipal Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/25/2000
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/11/2000
General Securities Sales Supervisor - General Module Examination

Current Firm

TA
TRUE ALCHEMY ASSET MANAGEMENT
TRUE ALCHEMY ASSET MANAGEMENT | TRUE ALCHEMY ASSET MANAGEMENT, LLC

CRD#: 312734 / SEC#:

Florida
Registered Investment Advisory firm - (12/9/2024 Suspended)
Ohio
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)
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Contact information

Main Address
Punta Gorda, FL
Mailing Address
Phone number
(513) 431-3744
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

TRUE ALCHEMY ASSET MANAGEMENT

CRD#: 312734Punta Gorda, FL

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