Michael Leonard Weber
Investment adviser representative at Research & Portfolio Management
8 yearsExperience
2 statesRegistered in
$160.8MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Research & Portfolio ManagementAug 2011 to now
- Mcw Financial, Inc. d/b/a Research & Portfolio ManagementAug 2011 to now
- American Equity Investment CorpNov 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
Research & Portfolio Management
Legal name: Mcw Financial, Inc.
$160.8MAssets managed
259Clients
3Advisers
5 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
- 5733392
- Firm CRD
- 157609