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Michael Charles Weber

MCW FINANCIAL, INC.·CRESCENT SPRINGS, Kentucky
Clean recordMCW FINANCIAL, INC.
634 BUTTERMILK PIKE, CRESCENT SPRINGS, KY 41017-1302CRD# 1255635Firm CRD# 157609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Charles Weber · CRESCENT SPRINGS, KY
Registration
CRD #1255635 · MCW FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Charles Weber is a registered financial advisor based in CRESCENT SPRINGS, Kentucky, affiliated with MCW FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MCW FINANCIAL, INC.
RESEARCH & PORTFOLIO MANAGEMENT
AUM
$115M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MCW FINANCIAL, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 1255635
Firm CRD# 157609
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Charles Weber offer?
Michael Charles Weber specializes in Investment Management. Contact their office in CRESCENT SPRINGS, Kentucky for a consultation.
What are Michael Charles Weber's credentials?
Michael Charles Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Charles Weber located?
Michael Charles Weber is based in CRESCENT SPRINGS, Kentucky, working with MCW FINANCIAL, INC.. Their office serves clients in the CRESCENT SPRINGS metropolitan area and surrounding communities.
How does Michael Charles Weber charge for services?
Michael Charles Weber's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCW FINANCIAL, INC.?
MCW FINANCIAL, INC. has approximately 4 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
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City Guides
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Research
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