Michael Wegner is a registered investment advisor, based in Friendswood, TX, with 38 years of industry experience.
Location
211 West Edgewood Drive Suite 100, Friendswood, TX, 77546
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2005Customer Dispute
September 2003Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Michael is an insurance agent since 2008. He also owns Lifestyle Asset Management LLC, Howard CM Holdings, MRC Ventures, Everett Financial Group, and is the owner/IAR of Lifestyle Asset Management, Inc., the president of Chateau 10 Welch Condominium HOA, and the treasurer for Knights of Momus. He dedicates about a quarter of his time to Lifestyle Asset Management, Inc. and Everett Financial Group, minimal time to Lifestyle Asset Management LLC and Knights of Momus, and about 10-20% of his time to MRC Ventures.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Lifestyle Asset Management, INC.
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Sentra Securities CorporationBroker
Securities Management & Research, INC.Broker
Sentra Securities CorporationBroker
PFS Investments INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.