MW
CFP
MW
CFP

Michael White

37 Years of Experience
Wauwatosa, WI
1 DisclosureBrokerSells Insurance

Michael White is a CFP-designated registered investment advisor, based in Wauwatosa, WI, with 37 years of industry experience.

Location

909 North Mayfair Road, Suite #200, Wauwatosa, WI, 53226

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History

Regulatory History (1)
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Employment Separation After Allegations
June 1989
Other Business ActivitiesSells Insurance

Michael is involved in several outside business activities. These include non-CPA accounting/tax preparation, serving as a director for the Just Fore Kids Foundation, operating under the DBA Prime Financial Services, working as an insurance agent, and being an employee at Guidance Mortgage, dedicating a few hours per week. He is also a partner at Prime M&A Real Estate, spending minimal time, and a notary public, spending a few hours per week.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Advisory Services, INC.
January 2010 - November 2020 · 10 yrs 10 mos
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - December 2009 · 2 yrs 11 mos
Ffp Advisory Services INC
July 1993 - January 2007 · 13 yrs 6 mos
Ffp Securities, INC.Broker
June 1993 - May 2008 · 14 yrs 11 mos
Geneva Securities,inc.Broker
June 1989 - June 1993 · 4 yrs
Harbour Investments, INC.Broker
September 1988 - June 1989 · 9 mos
Supena-Nyman Investment CorporationBroker
June 1988 - September 1988 · 3 mos
State Registrations20 states
AZCACOFLGAIAILINMIMNNCNDNEOHPASCTXVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael White - Financial Advisor | TrueAdvisor