Unclaimed Profile

Michael John Wilson

HOLT-SMITH ADVISORS, INC.·MADISON, Wisconsin

Series 65Clean record25 years registeredHOLT-SMITH ADVISORS, INC.

5201 EAST TERRACE DRIVE, MADISON, WI 53718CRD# 3021206Firm CRD# 105901

Profile Verification

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

Identity

Michael John Wilson · MADISON, WI

Registration

CRD #3021206 · HOLT-SMITH ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HOLT-SMITH ADVISORS, INC.

BOSTON PRIVATE WEALTH

Nov 2014 – Mar 2018

MADISON, WI

BANYAN PARTNERS, LLC

Oct 2013 – Nov 2014

MADISON, WI

HOLT-SMITH ADVISORS

Dec 2000 – Oct 2013

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 11, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOLT-SMITH ADVISORS, INC.

CRD 105901 · SEC 801-30171

AUM

$99M

Regulatory assets under management

Employees

134 client accounts

Services offered by HOLT-SMITH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOLT-SMITH ADVISORS, INC. →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, Wisconsin or claim this profile if it's yours.

Browse MADISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael John Wilson offer?

Michael John Wilson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Michael John Wilson's credentials?

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

Where is Michael John Wilson located?

Michael John Wilson is based in MADISON, Wisconsin, last registered with HOLT-SMITH ADVISORS, INC..

How does Michael John Wilson charge for services?

Michael John Wilson'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 HOLT-SMITH ADVISORS, INC.?

HOLT-SMITH ADVISORS, INC. has approximately 6 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →