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Michael A. Sommer

ALAMINOS WEALTH PLANNING
DUBLIN, OH
·CRD# 8152989·1 year experience

Professional Summary

Michael A. Sommer is a registered financial advisor currently at ALAMINOS WEALTH PLANNING located in Dublin, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

ALAMINOS WEALTH PLANNING·CRD# 338055
RIA
Dublin, OH
October 28, 2025 - Present

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Current Firm

AW
ALAMINOS WEALTH PLANNING

ALAMINOS LLC | ALAMINOS WEALTH PLANNING

CRD#: 338055
Ohio
Registered Investment Advisory firm - Ohio (10/28/2025 Approved)

Contact Information

Main Address

Dublin, OH

Phone Number

(901) 213-6677

# of Employees

1

Documents

Latest Form ADV
0

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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.

I am the Principal and sole member of Perugia Insights LLC, an Ohio LLC I formed in 2019 to provide independent corporate finance consulting services to non-financial clients on a project basis. The business is not investment-related. Perugia Insights has no address other than my residential address provided in response to question 11. The business can go dormant for long periods. Although it had client activity as recently as August 2025, I have devoted less than 40 hours to Perugia Insights for all of 2025 so far and it has no ongoing client commitments.

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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.
IAR
Ohio
(10/28/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael A. Sommer's CRS (Customer Relationship Summary).

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