MO
Michael R. Ohmstede
MAGNATE ADVISORY SERVICES
Louisville, KY 40243
Some features on this profile are disabled
CRD#: 6998576
MO
Professional summary
Michael Ray Ohmstede Jr., who also goes by Michael Ray Ohmstede, Michael Ohmstede, is a registered financial advisor currently at MAGNATE ADVISORY SERVICES, LLC located in Louisville, Kentucky.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Ray Ohmstede | Michael Ohmstede
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.
Vision Wealth Insurance Services, LLC, not investment related, Owner, broker and agent, start date of July 2023 to present, spend approximately 80 hours per month during trading hours; Ohmstede Wealth Management, LLC dba Ohmstede Financial Solutions, spend approximately 60 hours per month during trading hours,
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ray Ohmstede Jr.'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
May 14, 2025 - Present
MAGNATE ADVISORY SERVICES, LLC
Office #1: 400 Blankenbaker Parkway Suite 100, Louisville, KY 40243RIA
CRD#: 283056
Louisville, KY
Past
December 20, 2022 - July 26, 2024
SILVER OAK SECURITIES, INCORPORATED
RIA
CRD#: 46947
Lexington, KY
Past
December 20, 2022 - July 26, 2024
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
JACKSON, TN
Past
August 31, 2018 - January 13, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
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".
MA
MAGNATE ADVISORY SERVICES, LLC
EN GARDE! INVESTING LLC | MAGNATE WEALTH MANAGEMENT, LLC | MAGNATE WEALTH MANAGEMENT LLC | MAGNATE WEALTH MANAGEMENT | MAGNATE WEALTH | MAGNATE ADVISORY SERVICES, LLC
CRD#: 283056 / SEC#: 801-118616
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Indiana
Registered Investment Advisory firm - (5/11/2020 Terminated)Kentucky
Registered Investment Advisory firm - (5/7/2020 Terminated)Ohio
Registered Investment Advisory firm - (5/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (5/8/2020 Terminated)Texas
Registered Investment Advisory firm - (5/7/2020 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
Kentucky(5/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MAGNATE ADVISORY SERVICES, LLC
EN GARDE! INVESTING LLC | MAGNATE WEALTH MANAGEMENT, LLC | MAGNATE WEALTH MANAGEMENT LLC | MAGNATE WEALTH MANAGEMENT | MAGNATE WEALTH | MAGNATE ADVISORY SERVICES, LLC
CRD#: 283056 / SEC#: 801-118616
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Indiana
Registered Investment Advisory firm - (5/11/2020 Terminated)Kentucky
Registered Investment Advisory firm - (5/7/2020 Terminated)Ohio
Registered Investment Advisory firm - (5/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (5/8/2020 Terminated)Texas
Registered Investment Advisory firm - (5/7/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
400 Blankenbaker Parkway Suite 100, Louisville, KY 40243
Mailing Address
Phone number
(502) 855-3160
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,074 |
| AUM (Assets Under Management) | $ 260,916,167 |
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
MAGNATE ADVISORY SERVICES, LLC
CRD#: 283056Louisville, KY 40243TRUST BUT VERIFY
Monitor Michael Ohmstede
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
