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Michael Shawn Wynns

CAVU WEALTH MANAGEMENT INC.·LAKESIDE, California
SIE, Series 7, Series 66ChFCClean record25 years registeredCAVU WEALTH MANAGEMENT INC.
10001 MAINE AVE, LAKESIDE, CA 92040CRD# 3072203Firm CRD# 299089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Shawn Wynns · LAKESIDE, CA
Registration
CRD #3072203 · CAVU WEALTH MANAGEMENT INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

CAVU WEALTH MANAGEMENT
Jan 2019 – present
INDEPENDENT FINANCIAL GROUP, LLC
Nov 2014 – Mar 2015
SANDPOINT, ID
INDEPENDENT FINANCIAL GROUP, LLC
Feb 2011 – Jul 2011
SANDPOINT, ID
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Mar 2005 – Feb 2020
San Diego, CA
QA3 FINANCIAL LLC
Aug 2003 – Feb 2011
POWAY, CA
HORNOR, TOWNSEND & KENT, INC.
Jun 2001 – Aug 2003
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 25, 2001
Years registered · 25
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAVU WEALTH MANAGEMENT INC.
CRD 299089 · SEC 801-129732
AUM
$114M
Regulatory assets under management
Employees
8
909 client accounts
Services offered by CAVU WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAVU WEALTH MANAGEMENT INC. →
Introduction

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05

Frequently Asked Questions

What services does Michael Shawn Wynns offer?
Michael Shawn Wynns specializes in Financial Planning, Investment Management. Contact their office in LAKESIDE, California for a consultation.
What are Michael Shawn Wynns's credentials?
Michael Shawn Wynns holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Shawn Wynns located?
Michael Shawn Wynns is based in LAKESIDE, California, working with CAVU WEALTH MANAGEMENT INC.. Their office serves clients in the LAKESIDE metropolitan area and surrounding communities.
How does Michael Shawn Wynns charge for services?
Michael Shawn Wynns's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAVU WEALTH MANAGEMENT INC.?
CAVU WEALTH MANAGEMENT INC. has approximately 8 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAVU WEALTH MANAGEMENT INC.

Daniel Owen Gomes
LAKESIDE, CA
Phillip Al Jones
LAKESIDE, CA
CFP

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