Michael James Steele
Investment adviser representative at Img Wealth Management, Inc.
16 yearsExperience
1 stateRegistered in
$209.7MFirm assets
2 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
- Seminars and workshops
Experience
16 years in the industry.
- Sergeant Capital Strategies, LLCNov 2021 to now
- Img Wealth Management, Inc.Jan 2019 to now
- Legal ShieldOct 2010 to now
- Sole ProprietorOct 2020 to Nov 2021
- Gerson Lehman Group Inc.Sep 2016 to Dec 2018
- Virtue Capital Management, LLCApr 2016 to Jan 2019
- Wtl Enterprises, LLCOct 2014 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Img Wealth Management, Inc.
$209.7MAssets managed
710Clients
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
- 6634658
- Firm CRD
- 285966