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Michael Keith Ihlenfeldt

Michael Keith Ihlenfeldt

CFP®
49 FINANCIAL
AUSTIN, TX
·CRD# 6357938·12 years experience

Professional Summary

Michael Keith Ihlenfeldt, CFP® is a registered financial advisor currently at 49 FINANCIAL located in Austin, Texas and OAKWOOD CAPITAL SECURITIES, INC. located in Austin, Texas. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

12 years in the financial services industry

Current & Past Employments

49 FINANCIAL·CRD# 319484
RIA
3711 S Mopac Expy Suite 150, Austin, TX 78746
January 3, 2023 - Present
OAKWOOD CAPITAL SECURITIES, INC.·CRD# 21000
BD
3711 S Mopac Expressway Suite 150, Austin, TX 78746
January 11, 2024 - Present
THRIVENT ADVISOR NETWORK, LLC·CRD# 304569
RIA
Austin, TX
June 23, 2020 - December 31, 2022
PKS ADVISORY SERVICES, LLC·CRD# 125648
RIA
Albany, NY
January 14, 2020 - July 2, 2020
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Austin, TX
January 10, 2020 - January 16, 2024
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Austin, TX
September 4, 2018 - January 3, 2020
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Austin, TX
September 8, 2014 - January 3, 2020

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Current Firm

49 FINANCIAL
49 FINANCIAL

49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC

CRD#: 319484 / SEC#: 801-123687
RIA
Registered Investment Advisory firm - SEC (9/8/2022 Approved)

Contact Information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Phone Number

(214) 563-1190

# of Employees

167

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (9/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,257

AUM (Assets Under Management)

$1,402,973,572

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/28/2026Cover PageReport
11/26/2025Cover PageReport
02/25/2025Cover PageReport

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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) 49 Wealth Management, LLC; Investment-related: yes; 916 S. Capital of Texas Highway, Suite 2.100, Austin, TX 78746; an SEC RIA firm; Investment Adviser Representative; Financial Advisor servicing individual and small business clients since 12/2019; Approximately 90% of his time is for services as an investment advisor representative during business hours. 2) 49 Financial through Financial Independence Group; Non-Investment Related; 916 S. Capital of Texas Highway, Suite 2.100, Austin, TX 78746; Fixed Insurance Sales Agent since 12/2019; approximately 16 hours per month during business hours. 3) Oakwood Capital Securities; Investment-related; 916 S. Capital of Texas Highway, Suite 2.100, Austin, TX 78746; Registered Representative; Start: 01/2024;

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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".
49 FINANCIAL
49 FINANCIAL

49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC

CRD#: 319484 / SEC#: 801-123687
RIA
Registered Investment Advisory firm - SEC (9/8/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/11/2024)
RR
Arizona
(1/11/2024)
RR
Arkansas
(1/11/2024)
RR
California
(1/11/2024)
RR
Colorado
(1/11/2024)
RR
Florida
(1/11/2024)
RR
Georgia
(1/11/2024)
RR
Illinois
(1/11/2024)
RR
Maryland
(1/11/2024)
RR
Missouri
(5/20/2026)
RR
North Carolina
(1/11/2024)
RR
Oklahoma
(1/11/2024)
RR
Oregon
(1/11/2024)
RR
South Carolina
(1/11/2024)
IAR
Texas
(1/3/2023)
RR
Texas
(1/11/2024)
RR
Virginia
(1/11/2024)
RR
Washington
(1/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2014About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Keith Ihlenfeldt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Michael Keith Ihlenfeldt
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