Michael James Steele

Employer firm

Img Wealth Management, Inc. CRD 285966

$210M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2019
  Virtue Capital Management, Llc
  Nashville, TN
• 10/2014 → 10/2020
  Wtl Enterprises, Llc
  Broomfield, CO
• 01/2019 → Present
  Img Wealth Management, Inc.
  Jacksonville, FL
• 09/2016 → 12/2018
  Gerson Lehman Group Inc.
  New York, NY
• 10/2010 → Present
  Legal Shield
  Ada, OK
• 11/2021 → Present
  Sergeant Capital Strategies, Llc
  Jacksonville, FL
• 10/2020 → 11/2021
  Sole Proprietor
  Jacksonville, FL

Previous Registrations

• 2016-04-14 → 2019-01-03
  Virtue Capital Management, Llc
  Westminster, CO
  Brentwood, TN

Other Businesses

LEGALSHIELD ONE PRE-PAID WAY ADA, OK 74820 INDEPENDENT ASSOCIATE SINCE 10/2010 PREPAID LEGAL SERVICES MEMBERSHIPS AND IDENTITY THEFT PROTECTION MEMBERSHIPS NOT INVESTMENT RELATED 20 HRS PER MONTH SERGEANT CAPITAL STRATEGIES, LLC JACKSONVILLE, FL OWNER/INSURANCE AGENT SINCE 11/2021 INVESTMENT RELATED TIME SPENT: APPROXIMATELY 80 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-29