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Michael David Chisum

Investment adviser representative at Ankerstar Wealth, LLC
11 yearsExperience
1 stateRegistered in
$146.1MFirm assets
1 yearFirm 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Uber TechnologiesFeb 2023 to now
  2. Ankerstar Wealth, LLCAug 2022 to now
  3. UnemployedJun 2021 to Aug 2022
  4. Clear Creek IsdJul 2019 to Jun 2021
  5. Austin IsdJul 2015 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Ankerstar Wealth, LLC

$146.1MAssets managed
310Clients
6Advisers
1 yearIn 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
7614911
Firm CRD
170819
Advisor's SEC record (opens in a new tab)
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