Michael Ross (CRD# 2664674) is an Investment Advisor Representative working at Riggs Capital Management, LLC in Smoot, WY and has over 27 years of experience in the finance industry. Michael Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1142483
Money Concepts Advisory Service
CRD# 1592391
Return On Investment, LLC
CRD# 5128294
Hale Financial Solutions, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crow Creek Wealth, LLC | San Ramon, CA | Apr 2019 - Current | 3 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Apr 2019 | < 1 |
| Fidelity Investments Institutional Services Company, Inc. | Salt Lake City, UT | Sep 1995 - Apr 2019 | 23 |
| Strategic Advisors Inc. | Salt Lake City, UT | Mar 2004 - Jul 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- CA
- UT
- WY
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts372ACCOUNTS
-
Average Account Value$680,078
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, KY, MI, MO, NH, TX, UT, VA, WA, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.