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Michael Uehlein

WEALTHU ADVISORS LLC
Enola, PA
Some features on this profile are disabled
CRD#: 7025399
MU

Professional summary

Michael Uehlein is a registered financial advisor currently at WEALTHU ADVISORS LLC located in Enola, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Michael Uehlein is currently employed as an Associate Vice President with Summit Advisory. This activity accounts for approximately 40 hours of his time per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Uehlein'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

July 30, 2019 - Present

WEALTHU ADVISORS LLC

RIA
CRD#: 300879
Enola, PA
Past

November 15, 2018 - January 23, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
LANCASTER, PA

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
Pennsylvania
(7/30/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/2018
General Securities Representative Examination

Current Firm

WA
WEALTHU ADVISORS LLC
MCU WEALTH MANAGEMENT | WEALTHU ADVISORS, LLC | WEALTHU ADVISORS LLC | WEALTHU ADVISORS | MCUINVESTMENTSLLC

CRD#: 300879 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/30/2019 Approved)
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Contact information

Main Address
Enola, PA
Mailing Address
Phone number
(717) 419-9262
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 442,380

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

WEALTHU ADVISORS LLC

CRD#: 300879Enola, PA

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