Michael Lealon Purdy
Investment adviser representative at Wacker & Associates, Inc.
23 yearsExperience
1 stateRegistered in
$180.2MFirm assets
1 yearFirm 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wacker & Associates, Inc.Jan 2026 to now
- LPL Financial LLCFeb 2018 to Mar 2026
- Invest Financial CorpJan 2003 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Wacker & Associates, Inc.
$180.2MAssets managed
183Clients
3Advisers
1 yearIn 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
- 2688497
- Firm CRD
- 159879