Michael Weldy is a registered investment advisor, based in Cincinnati, OH, with 22 years of industry experience.
Location
9435 Waterstone Blvd, suite 280, Cincinnati, OH, 45242
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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 sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent with various companies, dedicating minimal time. He also operates Weldy Financial & Wealth Management, LLC as a DBA for fixed insurance, spending a few hours per week.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Edward Jones
Edward JonesBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 states
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.