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Michael Leonard Wallace

Investment adviser representative at Fsa Advisors, Inc.
35 yearsExperience
2 statesRegistered in
$573.4MFirm assets
5 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

35 years in the industry.

  1. Ae Financial Services, LLCDec 2022 to now
  2. Fsa Advisors, Inc.Aug 2017 to now
  3. Financial Services of AmericaMar 1991 to now
  4. Hub International MidwestFeb 2011 to Nov 2020
  5. Independence Capital CompanyDec 2006 to Dec 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 2 states (FL, MI).

Fsa Advisors, Inc.

$573.4MAssets managed
4,406Clients
29Advisers
5 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
2237683
Firm CRD
286251
Advisor's SEC record (opens in a new tab)
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