Michael S. Templeman

TEMPLEMAN WEALTH MANAGEMENT

RANCHO SANTA MARGARITA, CA 92688

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CRD#: 7346254

Professional summary

Michael Scott Templeman, CFP® is a registered financial advisor currently at TEMPLEMAN WEALTH MANAGEMENT INC. located in Rancho Santa Margarita, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm .

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Templeman'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®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

April 2, 2021 - Present

TEMPLEMAN WEALTH MANAGEMENT INC.

Office #1: 30376 Esperanza Suite 100, Rancho Santa Margarita, CA 92688

RIA

CRD#: 312839

RANCHO SANTA MARGARITA, CA

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

California
(4/2/2021)

IAR

Texas
(7/26/2021)

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.

Exams

Current Firm

TEMPLEMAN WEALTH MANAGEMENT INC.

CRD#: 312839 / SEC#:

California

Registered Investment Advisory firm - (4/2/2021 Approved)

Texas

Registered Investment Advisory firm - (7/26/2021 Conditional Restricted)

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Contact information

Main Address

30376 Esperanza Suite 100, Rancho Santa Margarita, CA 92688

Mailing Address

Phone number

(949) 766-1200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 52,436,053

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael S. Templeman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Templeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEMPLEMAN WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Current Firm

TEMPLEMAN WEALTH MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEMPLEMAN WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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