Michael Walters is a CFP-designated registered investment advisor, based in San Antonio, TX, with 7 years of industry experience.
Location
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459
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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 a Wealth Advisor with SWBC Investment Company since July 2024. He is also a licensed insurance agent with Kellogg Insurance, spending a few hours per week educating clients on Medicare and related insurance options.
Employment History
Current Registrations
Swbc Investment Services, LLCBroker
Swbc Investment Company
Previous Registrations
Teamwork Financial Advisors, LLC
First Command Advisory Services
First Command Financial Planning, 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.