Michael Allen Wegner
Investment adviser representative at Lifestyle Asset Management, Inc.
31 yearsExperience
1 stateRegistered in
$571.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Mbl Insurance Agency, LLC dba Dfw Retirement PlannersJun 2025 to now
- Everett Financial GroupJul 2023 to now
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- Lifestyle Asset Management, Inc.Dec 2016 to now
- Lifestyle Financial Advisors, Inc.May 1995 to now
- First Allied Securities, Inc.May 2008 to Sep 2022
- First Allied Advisory ServicesJan 2007 to Nov 2020
- First Allied Advisory Services,inc. Pka First Advisors, IncJan 2007 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lifestyle Asset Management, Inc.
$571.2MAssets managed
928Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1638972
- Firm CRD
- 157450