Mikhail Poltyrev
Investment adviser representative at Ggm Financial LLC
21 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$513MFirm 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 assetsFixed 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
21 years in the industry.
- Ggm Financial, LLCSep 2023 to now
- Bam DistributingJul 2016 to now
- Commonwealth Financial NetworkApr 2022 to Sep 2023
- Gloeckner Green Mccabe Financial, LLCApr 2022 to Sep 2023
- JPMorgan Securities LLCMay 2016 to Apr 2022
- Beth Torah CongregationMar 2005 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ggm Financial LLC
$513MAssets managed
423Clients
6Advisers
3 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
- 5742709
- Firm CRD
- 327008