Forbes Michael Robinson
Investment adviser representative at Western Wealth Management LLC
20 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Western Wealth Management LLCSep 2025 to now
- Financial Advocates Investment ManagementMay 2017 to now
- LPL Financial, LLCMay 2017 to now
- 1up, Inc.Oct 2016 to now
- Beaverton School DistrictFeb 2009 to now
- Various Insurance Carriers for W & R Insurance AgenciesJan 2006 to May 2017
- Waddell & Reed, Inc.Jan 2006 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OR).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 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
- 4763744
- Firm CRD
- 283545