Michael Shawn Wynns
Investment adviser representative at Cavu Wealth Management
15 yearsExperience
3 statesRegistered in
ChFC®Designation
$208.8MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Cavu Wealth ManagementJan 2019 to now
- Independent Financial GroupFeb 2011 to now
- Capital Financial Consultants Group (formerly Steckler & Wynns)Mar 2014 to Feb 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
Cavu Wealth Management
Legal name: Cavu Wealth Management Inc.
$208.8MAssets managed
378Clients
7Advisers
2 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
- 3072203
- Firm CRD
- 299089