MW
Michael G. Whyte
TARGETED WEALTH SOLUTIONS
Schertz, TX
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CRD#: 7362985
MW
Professional summary
Michael Gordon Whyte is a registered financial advisor currently at TARGETED WEALTH SOLUTIONS located in Schertz, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
Delta Airlines; Not investment-related; Atlanta, GA; Transportation; Pilot; Started April 2015; 128 hours per month; 75 hours per month during trading hours; Operating commercial aircraft
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gordon Whyte'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
April 8, 2021 - Present
TARGETED WEALTH SOLUTIONS
RIA
CRD#: 282131
Schertz, TX
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
Colorado(4/8/2021)
IAR
Texas(4/8/2021)
Current Firm
TW
TARGETED WEALTH SOLUTIONS
TARGETED WEALTH SOLUTIONS | TARGETED WEALTH SOLUTIONS LLC
CRD#: 282131 / SEC#:
Colorado
Registered Investment Advisory firm - (1/26/2016 Approved)Texas
Registered Investment Advisory firm - (2/8/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1755 Telstar Dr 3rd Floor, Colorado Springs, CO 80920
Mailing Address
Phone number
(303) 800-8179
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 217 |
| AUM (Assets Under Management) | $ 48,731,572 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
