MI
CFP
MI
CFP

Michael Ihlenfeldt

11 Years of Experience
Austin, TX
BrokerSells Insurance

Michael Ihlenfeldt is a CFP-designated registered investment advisor, based in Austin, TX, with 11 years of industry experience.

Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is an Investment Adviser Representative at 49 Wealth Management, dedicating most of his time to this role. He is also a fixed insurance sales agent through 49 Financial, taking about 10% of his time, and a Registered Representative at Oakwood Capital Securities.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
January 2024 - Present · 2 yrs 4 mos
49 Financial
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Pks Advisory Services, LLC
January 2020 - July 2020 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - January 2024 · 4 yrs
AXA Advisors, LLC
September 2018 - January 2020 · 1 yr 4 mos
AXA Advisors, LLCBroker
September 2014 - January 2020 · 5 yrs 4 mos
State Registrations16 states
ALARAZCACOFLGAILMDNCOKORSCTXVAWA
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.