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Michael George Weinand

WEINAND FINANCIAL, INC.·LACEY, Washington
Unclaimed Profile
8120 FREEDOM LANE NE, LACEY, WA 98516-4704CRD# 2317898Firm CRD# 328590
01

About

Michael George Weinand is a registered financial advisor based in LACEY, Washington, affiliated with WEINAND FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEINAND FINANCIAL, INC.
WEINAND FINANCIAL, INC.
AUM
$443M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEINAND FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2317898
Firm CRD# 328590
No disclosures on file
View on FINRA BrokerCheck →

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