MW
CFP
MW
CFP
Michael Weisman is a CFP-designated registered investment advisor, based in Clayton, MO, with 41 years of industry experience.
Location
165 North Meramec Ave., Suite 430, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2005Settled
Other Business ActivitiesSells Insurance
Michael is an independent insurance agent selling life insurance and long-term care insurance, dedicating minimal time to this. He also owns a condo property and is the president of Vicus Financial Advisors, LLC, where he engages in financial planning, insurance, and investments full-time.
Employment History
Current Registrations
Mutual Securities, INC.Broker
September 2022 - Present · 3 yrs 10 mos
Mutual Advisors, LLC
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - September 2022 · 9 yrs
Cetera Advisor Networks LLC
September 2013 - September 2022 · 9 yrs
Vicus Capital, INC.
June 2010 - September 2022 · 12 yrs 3 mos
Walnut Street Securities, INC.
July 2004 - September 2013 · 9 yrs 2 mos
Polaris Capital Advisors INC
October 1995 - November 2006 · 11 yrs 1 mo
Polaris Capital Advisors INC
October 1995 - July 2003 · 7 yrs 9 mos
Walnut Street Securities, INC.Broker
February 1987 - September 2013 · 26 yrs 7 mos
American Capital Equities, INC.Broker
August 1985 - February 1987 · 1 yr 6 mos
Financial Planners Equity CorporationBroker
July 1984 - August 1985 · 1 yr 1 mo
State Registrations10 states
AZCACOFLILINMONVTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.