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MM

Michael E. Mcclimon

FMSA
Clive, IA 50325
Some features on this profile are disabled
CRD#: 2744393
MM

Professional summary

Michael E Mcclimon, who also goes by Michael Emmanuel Mcclimon, is a registered financial advisor currently at FMSA located in Clive, Iowa.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Emmanuel Mcclimon

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 E Mcclimon'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

April 18, 2019 - Present

FMSA

Office #1: 7400 University Ave, Ste E, Clive, IA 50325
RIA
CRD#: 154136
Clive, IA
Past

September 8, 2004 - November 1, 2018

GWN SECURITIES INC.

RIA
CRD#: 128929
CLIVE, IA
Past

September 8, 2004 - November 1, 2018

GWN SECURITIES INC.

BD
CRD#: 128929
CLIVE, IA
Past

August 30, 2004 - September 8, 2004

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
DES MOINES, IA
Past

August 11, 2003 - September 8, 2004

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past

January 1, 1999 - August 12, 2003

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
MINNETONKA, MN
Past

July 14, 1998 - March 20, 1999

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

May 6, 1998 - August 12, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 6, 1998 - August 12, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 2, 1998 - April 22, 1998

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

October 2, 1997 - January 2, 1998

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

May 21, 1996 - October 13, 1997

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA

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".
FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 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
Iowa
(4/18/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/15/1996
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 6
Date: 5/20/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 Approved)
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Contact information

Main Address
Delray Beach, FL
Mailing Address
Phone number
(561) 289-2602
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMSA ADV 2 (2/11/2026)

Regulatory assets under management

Total Number of Accounts1,784
AUM (Assets Under Management)$ 216,378,047

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

FMSA

CRD#: 154136Clive, IA 50325

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