linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Brian Wofsey

Financial & TAX Architects, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Brian Wofsey

Michael Brian Wofsey is a financial advisor who has been active in the industry since 2013. Michael is a registered Investment Advisor in both Connecticut and Idaho. Michael is currently associated with Financial & TAX Architects, LLC. Prior to joining Financial & TAX Architects, LLC, Michael was employed by Money Concepts Capital Corp. Michael holds Series 6, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Michael also offers independent insurance services for life, health and annuity products.

Firm Information

Michael Wofsey is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Wofsey’s Registration & Firm History

ID

01/11/2023 - Present

Financial & TAX Architects, LLC (COEUR D'ALENE ID)

CT

10/29/2013 - 08/28/2020

MONEY CONCEPTS CAPITAL CORP (STAMFORD CT)

Not sure if Michael Brian Wofsey is right for you?

Licenses & Designations

IA

Issued 07/08/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Brian Wofsey.
Not sure if Michael Brian Wofsey is right for you?