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Michael William Hake

BOULDER WEALTH ADVISORS, LLC·BOULDER, Colorado
SIE, Series 3, Series 7, Series 63CFPClean record5 years registeredBOULDER WEALTH ADVISORS, LLC
2595 CANYON BLVD, BOULDER, CO 80302CRD# 5141809Firm CRD# 115069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael William Hake · BOULDER, CO
Registration
CRD #5141809 · BOULDER WEALTH ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

BOULDER WEALTH ADVISORS, LLC
Feb 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Registration record
First registered · February 1, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOULDER WEALTH ADVISORS, LLC
CRD 115069 · SEC 801-79267
AUM
$246M
Regulatory assets under management
Employees
3
545 client accounts
Services offered by BOULDER WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOULDER WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael William Hake offer?
Michael William Hake specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.
What are Michael William Hake's credentials?
Michael William Hake holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael William Hake located?
Michael William Hake is based in BOULDER, Colorado, working with BOULDER WEALTH ADVISORS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Michael William Hake charge for services?
Michael William Hake'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 BOULDER WEALTH ADVISORS, LLC?
BOULDER WEALTH ADVISORS, LLC has approximately 3 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOULDER WEALTH ADVISORS, LLC

Roy Carl Ludwick
BOULDER, CO
Gary Ross Shirman
BOULDER, CO

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