Michael E Mcclimon
Investment adviser representative at Fmsa
22 yearsExperience
1 stateRegistered in
$216.4MFirm assets
16 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
Experience
22 years in the industry.
- FmsaApr 2019 to now
- Financial Management Services of AmericaNov 2018 to now
- Gwn Securities Inc.Sep 2004 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (IA).
Fmsa
Legal name: Financial Management Services of America LLC.
$216.4MAssets managed
1,291Clients
22Advisers
16 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
- 2744393
- Firm CRD
- 154136