Michael David Mohlman
Investment adviser representative at San Blas Advisory, Inc.
8 yearsExperience
3 statesRegistered in
$218.9MFirm assets
Under 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- San Blas Advisory, Inc.Apr 2022 to now
- San Blas SecuritiesJan 2022 to now
- Spire SecuritiesJan 2022 to Jan 2022
- Independent Advisor Alliance, LLCFeb 2018 to Jan 2022
- LPL Financial, LLCJul 2014 to Dec 2021
- Mohlman Asset Management LLCJul 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (GA, IN, OH).
San Blas Advisory, Inc.
$218.9MAssets managed
665Clients
11Advisers
Under 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
- 3132492
- Firm CRD
- 296929