Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Weldy is a financial advisor currently registered with On Investment Management Co. Michael has been in the industry since 2003. Michael offers financial planning and portfolio management for both individuals and businesses. Michael has experience working with a variety of firms including Cetera Advisors LLC and Edward Jones. Michael is also an insurance agent. He sells fixed insurance products including life, health, disability, annuities, and long-term care. Michael also owns and operates his own firm called Weldy Financial & Wealth Management, LLC which specializes in fixed insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
OH
08/01/2018 - Present
ON Investment Management Co. (Cincinnati OH)
OH
12/04/2013 - 08/02/2018
CETERA ADVISORS LLC (WEST CHESTER OH)
OH
01/28/2009 - 12/06/2013
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
OH
11/20/2003 - 01/13/2009
EDWARD JONES (HAMILTON OH)
MN
10/17/2003 - 12/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/2003 - 12/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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