Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Coleman is a financial advisor with Western Wealth Management LLC. Michael has been in the industry since 1999 and has extensive experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. He is registered with the state of Colorado and Texas and holds several industry certifications, including the Series 7, Series 31, and Series 65 licenses. Michael specializes in financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/14/2018 - Present
Western Wealth Management LLC (GOLDEN CO)
CO
10/05/2009 - 03/06/2017
AMERIPRISE FINANCIAL SERVICES, INC. (BOULDER CO)
CO
05/01/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BOULDER CO)
CO
10/22/2004 - 05/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOULDER CO)
MN
12/06/2002 - 10/29/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
CA
12/13/2000 - 12/10/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/14/2001 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
06/29/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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