CRD: 113994
Mike Wolters & Associates, Ltd.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-23-1993
- Office Locations
- 2
Office Locations
About Mike Wolters & Associates, Ltd.
Mike Wolters and Associates is a Kansas City area RIA providing discretionary portfolio management and investment planning. The firm custodies client accounts at Charles Schwab and has shifted from no-load mutual funds to ETF-based strategies: two models use ETFs exclusively, and a third combines ETFs with individual stocks. Advisors invest alongside clients in the same instruments.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CONNIE KAY WOLTERS
EXECUTIVE ASSISTANT, Investment Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
MICHAEL JOSEPH WOLTERS
Investment Advisor Representative, President
- CRD
- #2367903
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JANE ELIZABETH DANSBY
--
- CRD
- #5592952
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,032,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,032,201 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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