VW
CFP
VW
CFP

Viktoria Wilson

6 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Viktoria Wilson is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 6 years of industry experience.

Location

455 E Eisenhower, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Viktoria is an investment advisor representative (IAR) with Blackridge Asset Management since 2021, dedicating about a quarter of her time. She also works as an insurance agent selling life insurance, spending a few hours per week, and is the president of Insights Toastmasters of Brighton, dedicating minimal time.

Employment History
Current Registrations
Peak Brokerage Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Blackridge Asset Management, LLC
June 2021 - Present · 5 yrs 1 mo
Peak Brokerage Services, LLC
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
April 2019 - June 2021 · 2 yrs 2 mos
State Registrations2 states
MITX
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.
Viktoria Wilson - Financial Advisor | TrueAdvisor