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Michael George Weinand

WEINAND FINANCIAL, INC.·LACEY, Washington
SIE, Series 6, Series 7, Series 63, Series 65CFP27 years registeredWEINAND FINANCIAL, INC.
8120 FREEDOM LANE NE, LACEY, WA 98516-4704CRD# 2317898Firm CRD# 328590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael George Weinand · LACEY, WA
Registration
CRD #2317898 · WEINAND FINANCIAL, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

WEINAND FINANCIAL, INC.
Dec 2023 – present
LPL FINANCIAL LLC
Sep 2020 – Dec 2023
LACEY, WA
KMS FINANCIAL SERVICES, INC
Nov 1998 – Sep 2020
LACEY, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 17, 1998
Years registered · 27
Professional designation · CFP
03

Disclosure History

2019Customer Dispute·Denied
2005Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
WEINAND FINANCIAL, INC.
CRD 328590 · SEC 801-129080
AUM
$443M
Regulatory assets under management
Employees
4
1,603 client accounts
Services offered by WEINAND FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WEINAND FINANCIAL, INC. →
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05

Frequently Asked Questions

What services does Michael George Weinand offer?
Michael George Weinand specializes in Financial Planning, Investment Management. Contact their office in LACEY, Washington for a consultation.
What are Michael George Weinand's credentials?
Michael George Weinand holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael George Weinand located?
Michael George Weinand is based in LACEY, Washington, working with WEINAND FINANCIAL, INC.. Their office serves clients in the LACEY metropolitan area and surrounding communities.
How does Michael George Weinand charge for services?
Michael George Weinand'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 WEINAND FINANCIAL, INC.?
WEINAND FINANCIAL, INC. has approximately 4 employees and manages $443M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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