Unclaimed Profile

Michael Glenn Willis

ONEFUND, LLC·ST. PETERSBURG, Florida

Series 7, Series 24, Series 31, Series 63, Series 65Clean record27 years registeredONEFUND, LLC

200 2ND AVE SOUTH, ST. PETERSBURG, FL 33701CRD# 2232896Firm CRD# 305171

Profile Verification

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

Identity

Michael Glenn Willis · ST. PETERSBURG, FL

Registration

CRD #2232896 · ONEFUND, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ONEFUND, LLC

ONEFUND, LLC

Jan 2022 – Dec 2023

ST. PETERSBURG, FL

ONEFUND, LLC

Aug 2019 – Dec 2021

HONOLULU, HI

THE INDEX GROUP, LIMITED LIABILITY COMPANY

Jul 2004 – Aug 2019

COLORADO SPRINGS, CO

THE WILLIS GROUP

Jul 2004 – Dec 2012

COLORADO SPRINGS, CO

LINSCO/PRIVATE LEDGER CORP.

Apr 2004 – Apr 2006

COLORADO SPRINGS, CO

UBS FINANCIAL SERVICES INC.

Apr 1999 – May 2004

COLORADO SPRING, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · April 30, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONEFUND, LLC

CRD 305171 · SEC 801-117228

AUM

$106M

Regulatory assets under management

Employees

2 client accounts

Services offered by ONEFUND, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at ONEFUND, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Glenn Willis offer?

Michael Glenn Willis specializes in Investment Management, Fee-Only Advisory.

What are Michael Glenn Willis's credentials?

Michael Glenn Willis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Glenn Willis located?

Michael Glenn Willis is based in ST. PETERSBURG, Florida, last registered with ONEFUND, LLC.

How does Michael Glenn Willis charge for services?

Michael Glenn Willis'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 ONEFUND, LLC?

ONEFUND, LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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