Michael
Wynns

Capital Financial Consultants Group, Inc

CRD#3072203
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Wynns is a chartered financial consultant based in San Diego, California, who has been in the industry for 17 years. Wynns is currently employed by Capital Financial Consultants Group, Inc. Their career trajectory has included roles at Qa3 Financial Corp, Qa3 Financial LLC, Steckler & Wynns Financial Group, Independent Financial Group and Capital Financial Consultants Group. Wynns holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and California. Capital Financial Consultants Group, Inc is a business that has its headquarters in San Diego, California. The firm has offices in three locations and a total of 12 people on staff. It administers $117 million in assets among its 989 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 989 accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules are based on which services the firm provides the client. However, fee types charged by Capital Financial Consultants Group, Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Office Tower Plaza 16516 Bernardo Center Dr. Suite 300
San Diego, CA 92128

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Capital Financial Consultants Group, Inc Brokerage Details

Total Assets Under Management

$133,883,593

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

604

CA Average: 3,727
Average Account Size

$221,662

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Wynns Work History

Michael has 17 years of experience.

2014 - Present (5 years)

Capital Financial Consultants Group

2011 - Present (8 years)

Independent Financial Group

2003 - 2011 (8 years)

Qa3 Financial Corp

2003 - 2011 (8 years)

Qa3 Financial LLC

2001 - Present (18 years)

Steckler & Wynns Financial Group

Disclosures

Michael Wynns has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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