Michael Wienandt
Michael Wienandt is a registered investment advisor at Equity Advisors, LLC, based in San Diego, CA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 95 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equity Advisors offers investment management services where fees are a percentage of the value of your account. The exact percentage is negotiated with each client. Equity Advisors also uses third-party money managers, and the total fee you pay will be a combination of Equity Advisors' fee and the third-party manager's fee, not exceeding 2% in total. AE Wealth Management platform is also used, with fees detailed in their disclosure brochure. You can terminate your account at any time and receive a refund of any unearned fees.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent selling life insurance and annuities since 2010, dedicating nearly full-time hours to this activity. He also works part-time as a cashier at Home Depot.
Employment History
Current Registrations
Equity Advisors, LLC
Previous Registrations
Kinetic Investment Management, INC.
Creativeone Wealth, LLC
Client One Securities LLCBroker
Client One Securities LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Presidential Brokerage, INC.
Presidential Brokerage, INC.Broker
Key West Investments, LLCBroker
Key West Investments, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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.