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Michael Loren Seid

Axxcess Wealth Management, LLC

Carlsbad, CA

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Current Employers
Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-01-04
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-01-04

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axxcess Wealth Management, Llc Carlsbad CA 03/2013 Present
Arete Wealth Management, Llc Carlsbad CA 10/2013 04/2023
Arete Wealth Advisors, Llc Carlsbad CA 02/2015 10/2023
Previous Registrations
  • 2015-02-11 → 2023-10-30
    Carlsbad, CA
    Chicago, IL
  • 2013-03-12 → 2021-12-31
    Carlsbad, CA
  • 2007-09-03 → 2012-12-19
    Martin Kelly Capital Management, Llc
    San Diego, CA
    San Diego, CA
  • 2009-02-20 → 2011-12-12
    C.K. Cooper & Company, Inc.
    Irvine, CA
  • 1999-04-23 → 2007-08-14
    Signator Investors, Inc.
    San Diego, CA
    Irvine, CA
Other Businesses

[1] AURORA SPINE GROUP; NOT INVESTMENT-RELATED; 1930 PALOMAR POINT WAY, CARSBAD, CA 92008; AURORA IS A MEDICAL DEVICE MANUFACTURER; BOARD MEMBER; START DATE 08/2013; 10-15 HOURS PER YEAR DEVOTED TO THIS BUSINESS; NOT DURING SECURITIES TRADING HOURS; AS A BOARD MEMBER, MR. SEID PROVIDES STRATEGIC GUIDANCE AND ADVICE TO THE COMPANY. [2] RENTAL PROPERTIES; NOT INVESTMENT-RELATED; ARIZONA; REAL ESTATE; OWNER; ACQUIRED THE RENTAL PROPERTIES IN 2004, 2005, AND 2018; LESS THAN 5 HOURS PER YEAR, NOT DURING SECURITIES TRADING HOURS. [3] INSURANCE; NOT INVESTMENT-RELATED; 6005 HIDDEN VALLEY ROAD, SUITE 290, CARLSBAD, CA 92011; INSURANCE; AGENT; START 08/2013; SALES OF INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-30
S63 Uniform Securities Agent State Law Examination 1997-06-03
  • S65 Uniform Investment Adviser Law Examination
    1998-10-30
  • S63 Uniform Securities Agent State Law Examination
    1997-06-03
Other Names
  • Michael L Seid
  • Mike Seid

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