Michael
Mccool
Wcmi
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About this Advisor
Michael Mccool is a financial advisor based in Minneapolis, Minnesota who has 2 years of relevant experience. Mccool is on the advisory team at Wcmi. Their career trajectory has included roles at First Advisors, Vsr Financial Services, Inc, Capital Management Associates, Inc and Capital Management Securities, Inc. Mccool has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Wcmi is a firm headquartered in Minneapolis, MN. It has $154 million in total assets across its 46 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 46 accounts, 74% are held by high-net-worth clients who have more than $1 million in assets. Wcmi provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the services offered. However, fee types charged by Wcmi typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wcmi Brokerage Details
$154,322,453
4
46
$3,354,836
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Michael Mccool Work History
Michael has been registered as a financial advisor for 2 years.*
Capital Management Associates, Inc
Capital Management Securities, Inc
Vsr Financial Services, Inc
First Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mccool to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wcmi
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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