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MG

Michael B. George

ATHLETES FINANCIAL ADVISERS
WESTLAKE, OH 44145
Some features on this profile are disabled
CRD#: 3066655
MG

Professional summary

Michael Brian George, who also goes by Mike George, is a registered financial advisor currently at ATHLETES FINANCIAL ADVISERS, LLC located in Westlake, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 4 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike George

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 Brian George'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

September 23, 2016 - Present

ATHLETES FINANCIAL ADVISERS, LLC

Office #1: 159 Crocker Park Blvd., Suite 400, Westlake, OH 44145
RIA
CRD#: 284993
WESTLAKE, OH
Past

January 7, 2014 - October 3, 2016

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
LORAIN, OH
Past

January 2, 2014 - July 20, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
LORAIN, OH
Past

October 8, 2012 - January 28, 2013

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL

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
Louisiana
(1/27/2026)
IAR
Ohio
(9/23/2016)
IAR
Texas
(9/22/2017)

Exams

General Industry/Product Exam
RR
SIE
Date: 7/20/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/7/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
ATHLETES FINANCIAL ADVISERS, LLC
ATHLETES FINANCIAL ADVISERS, LLC

CRD#: 284993 / SEC#:

Louisiana
Registered Investment Advisory firm - (1/27/2026 Approved)
Ohio
Registered Investment Advisory firm - (9/23/2016 Approved)
Texas
Registered Investment Advisory firm - (9/21/2017 Conditional Restricted)
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Contact information

Main Address
159 Crocker Park Blvd. Suite 400, Westlake, OH 44145
Mailing Address
Phone number
(440) 847-8001
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts129
AUM (Assets Under Management)$ 47,088,030

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

ATHLETES FINANCIAL ADVISERS, LLC

CRD#: 284993Westlake, OH 44145

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