Louis Michael Aquino
Investment adviser representative at 49 Financial
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
Are you Louis Michael Aquino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- 49 FinancialJan 2023 to now
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- Thrivent Advisor Network d/b/a 49 FinancialJun 2022 to Jan 2023
- Purshe Kaplan Sterling InvestmentsMay 2022 to Jul 2024
- Northwestern MutualApr 2021 to Feb 2022
- Ulrich MedicalJun 2020 to Aug 2020
- Presence From InnovationJun 2019 to Jul 2019
- Texas Christian UniversityAug 2018 to May 2022
- Westborough Country ClubMay 2016 to Jul 2020
- Chaminade College Prep SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7359114
- Firm CRD
- 319484