Unclaimed Profile

John Michael Wildern

NORTHCOAST ASSET MANAGEMENT LLC·GREENWICH, Connecticut

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record25 years registeredNORTHCOAST ASSET MANAGEMENT LLC

ONE GREENWICH OFFICE PARK, GREENWICH, CT 06831CRD# 4109291Firm CRD# 109582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Michael Wildern · GREENWICH, CT

Registration

CRD #4109291 · NORTHCOAST ASSET MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

LEGACY FINANCIAL ADVISORS, INC.

May 2024 – present

FORVIS WEALTH ADVISORS, LLC

Dec 2022 – Apr 2024

Indianapolis, IN

INSPIRE ADVISORS, LLC

Jan 2022 – Mar 2022

CARMEL, IN

INSPIRE INVESTING, LLC

Jan 2022 – Mar 2022

Carmel, IN

2ND VOTE ADVISERS, LLC.

Jun 2021 – Jan 2022

Carmel, IN

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Mar 2020 – Jun 2021

CARMEL, IN

ST. JAMES INVESTMENT COMPANY, LLC

Jul 2017 – Dec 2019

DALLAS, TX

NORTHCOAST ASSET MANAGEMENT LLC

Dec 2007 – May 2017

GREENWICH, CT

STRATEGIC ADVISERS, INC.

Mar 2001 – Dec 2007

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · March 6, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHCOAST ASSET MANAGEMENT LLC

CRD 109582 · SEC 801-57294

AUM

$2.1B

Regulatory assets under management

Employees

5,971 client accounts

Services offered by NORTHCOAST ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at NORTHCOAST ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John Michael Wildern offer?

John Michael Wildern specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.

What are John Michael Wildern's credentials?

John Michael Wildern holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Michael Wildern located?

John Michael Wildern is based in GREENWICH, Connecticut, working with NORTHCOAST ASSET MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does John Michael Wildern charge for services?

John Michael Wildern's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHCOAST ASSET MANAGEMENT LLC?

NORTHCOAST ASSET MANAGEMENT LLC has approximately 32 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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