Michael W. Hake
BOULDER WEALTH ADVISORS
Boulder, CO 80302
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CRD#: 5141809
Professional summary
Michael William Hake, CFP®, who also goes by Michael Hake, is a registered financial advisor currently at BOULDER WEALTH ADVISORS, LLC located in Boulder, Colorado.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 3 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Hake
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.
Owner of a rental property, not investment related, Landlord, 0-1 hours per month, none during trading hours. Rockbrook: purchased on 3/26/18; 2501 Simmons Road Flower Mound TX 75024 Warren LLC: purchased on 8/10/18; 10247 Warren Parkway, Frisco TX 75035 Norman View: purchased on 7/25/18; 15115 Norman View Lane, Huntersville NC 28078 Norman View Property LLC owns the other part of the Norman view asset through a TIC with LPCA Plano Property LLC. LPCA Plano Property LLC owns 100% of HGE (Higher Ground Education) Rockbrook LLC, HGE Warren LLC and part of the norman view asset directly through a TIC with Norman View Property LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael William Hake'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®
Start date: 2008
Experience
Current
February 1, 2021 - Present
BOULDER WEALTH ADVISORS, LLC
Office #1: 2595 Canyon Blvd Suite 220, Boulder, CO 80302RIA
CRD#: 115069
Boulder, CO
Past
May 31, 2012 - February 5, 2021
PIMCO INVESTMENTS LLC
BD
CRD#: 154957
NEW YORK, NY
Past
September 18, 2006 - May 14, 2012
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
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".
BW
BOULDER WEALTH ADVISORS, LLC
ADVANCED FINANCIAL CONSULTANTS | LUDWICK & SHIRMAN, LLC | LUDWICK & SHIRMAN | BOULDER WEALTH ADVISORS, LLC | ADVANCED FINANCIAL CONSULTANTS, LLC
CRD#: 115069 / SEC#: 801-79267
RIA
Registered Investment Advisory firm - (3/5/2014 Approved)Colorado
Registered Investment Advisory firm - (4/11/2014 Terminated)Texas
Registered Investment Advisory firm - (3/9/2005 Terminated)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(2/1/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BOULDER WEALTH ADVISORS, LLC
ADVANCED FINANCIAL CONSULTANTS | LUDWICK & SHIRMAN, LLC | LUDWICK & SHIRMAN | BOULDER WEALTH ADVISORS, LLC | ADVANCED FINANCIAL CONSULTANTS, LLC
CRD#: 115069 / SEC#: 801-79267
RIA
Registered Investment Advisory firm - (3/5/2014 Approved)Colorado
Registered Investment Advisory firm - (4/11/2014 Terminated)Texas
Registered Investment Advisory firm - (3/9/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2595 Canyon Blvd Suite 220, Boulder, CO 80302
Mailing Address
Phone number
(303) 444-1161
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 523 |
| AUM (Assets Under Management) | $ 291,048,832 |
Red Flags
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