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Michael Wichmann

CROSSTREE CAPITAL SECURITIES
TAMPA, FL
·CRD# 8294369·1 year experience

Professional Summary

Michael Wichmann is a registered financial advisor currently at CROSSTREE CAPITAL SECURITIES, LLC located in Tampa, Florida. Michael is registered as a RR (Registered Representative) and started their career in finance in 2026. Michael has worked at 1 firm and has passed the Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

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

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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

CROSSTREE CAPITAL SECURITIES, LLC·CRD# 154675
BD
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609
September 29, 2026 - Present

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Current Firm

CC
CROSSTREE CAPITAL SECURITIES, LLC

CROSSTREE CAPITAL SECURITIES, LLC

CRD#: 154675 / SEC#: 8-68662
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

4830 W Kennedy Blvd Suite 600, Tampa, FL 33609

Mailing Address

Po Box 260095, Tampa, FL 33685-0095

Phone Number

(813) 774-4753

Established

Florida since 07/22/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ELLIS, JEFFREY EMANAGING MEMBER, CCO4600098
SENIOR, SHANE CHRISTOPHERSECOND PRINCIPAL / MEMBER4297548
ANDERSON, KATHERINE ALICECFO / FINOP4723171

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(9/29/2026)

Exams

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

Series 79TO — Investment Banking Registered Representative Examination

Passed Sep 2026About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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