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MA

Michael A. Aussieker

OH CAP ASSET MANAGEMENT
Frisco, TX
Some features on this profile are disabled
CRD#: 5210923
MA

Professional summary


Michael Allan Aussieker, who also goes by Michael A Aussieker, Michael A. Aussieker, is a registered financial advisor currently at OH CAP ASSET MANAGEMENT located in Frisco, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 5 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael A Aussieker | Michael A. Aussieker

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 Allan Aussieker'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

April 15, 2024 - Present

OH CAP ASSET MANAGEMENT

RIA
CRD#: 330600
Frisco, TX
Past

September 26, 2006 - August 3, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

September 26, 2006 - August 4, 2010

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

September 26, 2006 - August 4, 2010

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

September 6, 2006 - August 4, 2010

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

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
California
(5/23/2024)
IAR
Illinois
(7/10/2024)
IAR
Texas
(4/15/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 6/27/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


OC
OH CAP ASSET MANAGEMENT
OH CAP ASSET MANAGEMENT | OH CAP ASSET MANAGEMENT LLC

CRD#: 330600 / SEC#:

California
Registered Investment Advisory firm - (5/23/2024 Approved)
Illinois
Registered Investment Advisory firm - (7/10/2024 Approved)
Texas
Registered Investment Advisory firm - (4/15/2024 Approved)
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Contact information


Main Address
Frisco, TX
Mailing Address
6160 Warren Parkway Suite 100, Frisco, TX 75034
Phone number
(310) 401-4637
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 5,000,000

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


OH CAP ASSET MANAGEMENT

CRD#: 330600Frisco, TX

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