MH

Michael H. Hilmes

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CRD#: 6808188
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Healy Hilmes was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 4, 2022 - December 4, 2024

ROBERT OLSEN INVESTMENT GROUP, LLC

RIA
CRD#: 135748
CASEYVILLE, IL
Past

December 1, 2017 - June 30, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Centralia, IL
Past

November 9, 2017 - June 30, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Centralia, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/27/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RO
ROBERT OLSEN INVESTMENT GROUP, LLC
ROBERT OLSEN INVESTMENT GROUP, LLC | ROBERT OLSEN, P.C. | ROBERT OLSEN WEALTH GROUP, P.C.

CRD#: 135748 / SEC#:

Illinois
Registered Investment Advisory firm - (12/11/2024 Terminated)
Missouri
Registered Investment Advisory firm - (2/11/2026 Terminated)
Texas
Registered Investment Advisory firm - (2/11/2026 Termination Requested)
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Contact information


Main Address
177 Chesterfield Business Parkway, Chesterfield, MO 63005
Mailing Address
Phone number
(636) 537-2506
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts211
AUM (Assets Under Management)$ 34,277,322

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


ROBERT OLSEN INVESTMENT GROUP, LLC

CRD#: 135748

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