MW
MW

Michael Jonathan Walsh

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

3333 N Digital Drive, #700, Lehi, UT, 84043

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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 ActivitiesSells Insurance

Michael is an independent insurance agent selling fixed life insurance since 2018, dedicating minimal time to this activity. He also manages family office services at Blue Diamond Capital (about half his time) and works as an independent contractor providing administrative services for Tula Health, Inc. (about 10-20% of his time).

Employment History
Current Registrations
Drive Wealth Advisers
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2017 - November 2021 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLC
March 2017 - November 2021 · 4 yrs 8 mos
Morgan Stanley
August 2013 - March 2017 · 3 yrs 7 mos
Morgan StanleyBroker
August 2013 - March 2017 · 3 yrs 7 mos
Goldman, Sachs & CO.Broker
July 2008 - July 2013 · 5 yrs
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.