MS
Michael J. Strong
WEALTH WATCH ADVISORS,
Wheat Ridge, CO
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CRD#: 5056598
MS
Professional summary
Michael James Strong is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Wheat Ridge, Colorado.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE 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) dba: Strong Financial, Inc; Investment Related; 3245 Moore St, Wheat Ridge, CO 80033; Financial & Retirement Planning; Owner; Start Date 03/2019
2) Alpha Solutions Management; Investment Related; 2133 University Park Dr, Ste 600, Okemos, MI 48864; Marketing fixed products to insurance & registered reps; Wholesaler; Start date 06/2018; 80 hrs/mo, Commission
3) Personal Benefit Services Fed Training LLC - Yes - 191 University Blvd #382 Denver CO 80206 - Seminars for federal Employees - Owner - 4/1/2020 - 36 hours - conducting seminars
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Strong'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®
NoneExperience
Current
April 23, 2024 - Present
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Wheat Ridge, CO
Past
March 29, 2019 - January 2, 2023
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Wheat Ridge, CO
Past
February 12, 2013 - March 29, 2016
CURIAN CAPITAL, LLC
RIA
CRD#: 120270
DENVER, CO
Past
January 25, 2006 - April 13, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
DENVER, CO
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".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 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
Colorado(4/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
