ML
CFP
ML
CFP

Michael Lewis

22 Years of Experience
Bozeman, MT
Broker

Michael Lewis is a CFP-designated registered investment advisor at Destra Capital Advisors LLC, based in Bozeman, MT, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$414.2M
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Location

443 N. Willson Avenue, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a freelance musician and bass teacher in Wheaton, IL, dedicating about 10-20% of his time to this activity. He also works as a wholesaler with an affiliate of Destra Capital Investments LLC since 2015.

Employment History
Current Registrations
Destra Capital Advisors LLC
February 2015 - Present · 11 yrs 2 mos
Destra Capital Investments LLC
January 2015 - Present · 11 yrs 3 mos
Destra Capital Investments LLCBroker
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
First Trust Advisors LP
February 2012 - September 2014 · 2 yrs 7 mos
First Trust Portfolios L.P.Broker
January 2006 - September 2014 · 8 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - January 2006 · 6 mos
Banc One Securities CorporationBroker
November 2003 - July 2005 · 1 yr 8 mos
State Registrations13 states
IAILINKSKYMIMNMONDNEOHSDWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.