Michael Uehlein (CRD# 7025399) is an Investment Advisor Representative working at Wealthu Advisors LLC in Enola, PA and has over 5 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Advisory | Lancaster, PA | Jan 2022 - Current | 2 |
| Wealthu Advisors LLC | Harrisburg, PA | Apr 2019 - Current | 5 |
| Cerner Corporation | Malvern, PA | Oct 2017 - Oct 2020 | 3 |
| Pruco Securities LLC | Lancaster, PA | Aug 2018 - Dec 2018 | < 1 |
| Cerner Corporation | Kansas City, MO | Jun 2014 - Oct 2017 | 3 |
| Unemployed | Shippensburg, PA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$49,785
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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