MB
Michael T. Bosen
GBG WEALTH MANAGEMENT LLC
Mesa, AZ 85210
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CRD#: 5429693
MB
Professional summary
Michael Todd Bosen is a registered financial advisor currently at GBG WEALTH MANAGEMENT LLC located in Mesa, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. 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) 01/01/2006 - TAX PREP/ACCOUNTING/BOOKKEEPING - GALLACHER, BOSEN, & GOODMAN, PLLC - TAXES, ACCOUNTING, PAYROLL, COMPILATIONS, CONSULTING. - TIME SPENT 80%. (2) 01/2024 - PLAYAS HOLDINGSLLC - RESIDENTIAL REAL ESTATE RENTAL. TIME SPENT 2% - PROVO, UT (3) 04/2012 - GBG HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL SUITE. THIS BUILDING IS OCCUPIED BY OUR CPA FIRM LISTED AS OBA -TIME SPENT 2% - MESA, AZ (4) 12/23/2013 - 35 VINEYARD LLC - COMMERCIAL LAND RENTAL - TIME SPENT 2% - MESA, AZ (5) 01/2020 - ARIZONA PLUMBING EXPERTS LLC - PLUMBING AND SEPTIC SERVICES. TIME SPENT2% - MESA, AZ (6) 08/2015 - COAZ HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL SUITE. THIS BUILDING IS OCCUPIED BY OUR CPA FIRM LISTED AS OBA - TIME SPENT 2% - MESA, AZ (4) 12/23/2013 - GBG HOLDINGS LLC - REAL ESTATE RENTAL - ONE COMMERCIAL BUILDING. THIS BUILDING IS OCCUPIED 100% BY OUR CPA FIRM LISTED AS OBA - TIME SPENT 2% - MESA AZ (5) 12/23/2013 - ANASAZI UNIVERSITY INC - REAL ESTATE RENTAL - COMMERCIAL RENTAL THAT CURRENTLY INCLUDES 5 TENANTS, THIS PROPERTY IS OWNED 100% BY MY MOM. - TIME SPENT 5% - EAGAR, AZ
CRS (Client Relationship Summary) - RIA
Click below to view Michael Todd Bosen'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
March 5, 2025 - Present
GBG WEALTH MANAGEMENT LLC
Office #1: 1830 S Alma School Road Suite 116, Mesa, AZ 85210RIA
CRD#: 333368
Mesa, AZ
Past
September 8, 2009 - July 14, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
MESA, AZ
Past
June 3, 2009 - February 12, 2025
GALLACHER CAPITAL MANAGEMENT, LLC
RIA
CRD#: 113189
Mesa, AZ
Past
January 23, 2008 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
TUCSON, AZ
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".
GW
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC
CRD#: 333368 / SEC#: 801-131408
RIA
Registered Investment Advisory firm - (11/4/2024 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
Arizona(3/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC
CRD#: 333368 / SEC#: 801-131408
RIA
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Contact information
Main Address
10465 Park Meadows Dr #107, Lone Tree, CO 80124
Mailing Address
Phone number
(303) 708-1640
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Red Flags
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