Michael Peter Wakeham
Investment adviser representative at Acorn Financial Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
20 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 feeOther
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
11 years in the industry.
- Acorn Financial Advisory Services, Inc.Dec 2025 to now
- Acorn Financial ServicesAug 2024 to now
- UnemployedMar 2024 to Aug 2024
- Eight Four Two Ltd.Jan 2023 to Mar 2024
- Eight Four Two Ltd.Mar 2022 to Nov 2022
- Bloomsbury WealthApr 2018 to Dec 2022
- Caroline Banks & Associates Ltd.Nov 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Acorn Financial Advisory Services, Inc.
$1.4BAssets managed
2,619Clients
18Advisers
20 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
- 8194072
- Firm CRD
- 116763