Michael E Wade
Investment adviser representative at Soltis Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm 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 feePerformance-based
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
14 years in the industry.
- Soltis Investment Advisors, LLCJun 2025 to now
- Ss Wade LLCOct 2018 to now
- J.P. Morgan Securities LLCJul 2022 to May 2025
- JPMorgan Chase Bank, N.A.Jul 2022 to May 2025
- JPMorgan Chase Bank, N.A.Jun 2021 to Aug 2021
- Andersen Tax LLCJun 2020 to Aug 2020
- Brigham Young UniversityAug 2017 to Jun 2021
- UnemployedJul 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 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
- 7599672
- Firm CRD
- 154690