Unclaimed Profile

Michael Allen Wegner

LIFESTYLE ASSET MANAGEMENT, INC.·FRIENDSWOOD, Texas

SIE, Series 6, Series 7, Series 26, Series 63, Series 99TO31 years registeredLIFESTYLE ASSET MANAGEMENT, INC.

211 WEST EDGEWOOD, FRIENDSWOOD, TX 77546CRD# 1638972Firm CRD# 157450

Profile Verification

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

Identity

Michael Allen Wegner · FRIENDSWOOD, TX

Registration

CRD #1638972 · LIFESTYLE ASSET MANAGEMENT, INC. · 31 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Nov 2020 – present

LIFESTYLE ASSET MANAGEMENT, INC.

Dec 2016 – present

FIRST ALLIED ADVISORY SERVICES, INC.

Jan 2007 – Nov 2020

FRIENDSWOOD, TX

FFP ADVISORY SERVICES INC

Jul 1995 – Jan 2007

FRIENDSWOOD, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 99TO

Registration record

First registered · July 12, 1995

Years registered · 31

Disclosure History

2005Customer Dispute·Denied

2003Customer Dispute·Denied

2002Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LIFESTYLE ASSET MANAGEMENT, INC.

CRD 157450 · SEC 801-116746

AUM

$382M

Regulatory assets under management

Employees

1,348 client accounts

Services offered by LIFESTYLE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFESTYLE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Allen Wegner offer?

Michael Allen Wegner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRIENDSWOOD, Texas for a consultation.

What are Michael Allen Wegner's credentials?

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

Where is Michael Allen Wegner located?

Michael Allen Wegner is based in FRIENDSWOOD, Texas, working with LIFESTYLE ASSET MANAGEMENT, INC.. Their office serves clients in the FRIENDSWOOD metropolitan area and surrounding communities.

How does Michael Allen Wegner charge for services?

Michael Allen Wegner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFESTYLE ASSET MANAGEMENT, INC.?

LIFESTYLE ASSET MANAGEMENT, INC. has approximately 13 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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