Michael L Chevalier

Current Employers

Employment History

• 04/2009 → Present
  Lpl Financial Llc
  Fort Collins, CO
• 05/2015 → Present
  Western Wealth Management, Llc
  Fort Collins, CO

Previous Registrations

• 2015-05-11 → 2016-06-22
  Western Wealth Management Llc
  Fort Collins, CO
  Golden, CO
• 2008-04-08 → 2009-02-10
  Northwestern Mutual Investment Services, Llc
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

(1) 04/01/2009: SUMMIT FINANCIAL GROUP, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 08/07/2009: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (3) 09/12/2013: NO BUSINESS NAME - INV REL - 3945 LANDINGS DRIVE. UNIT C-1. FORT COLLINS, CO 80525 - REAL ESTATE RENTAL - 2% OF TIME SPENT - CO-OWNER (4) 07/24/2015 - WESTERN WEALTH MANAGEMENT, LLC - INV REL - 375 E. HORSETOOTH ROAD BUILDING 6, SUITE 101 FORT COLLINS, CO 80525 - REGISTERED INVESTMENT ADVISOR DBA - START 05/08/2015 (5) 07/24/2015 - WESTERN WEALTH MANAGEMENT, LLC - INV REL - 375 E. HORSETOOTH ROAD. BUILDING 6, SUITE 101 FORT COLLINS, CO 80525 - REGISTERED INVESTMENT ADVISOR HYBRID - START 05/08/2015 - 80 HOURS PER MONTH, 60 DURING TRADING - IAR (6) 03/09/2017 - No Business Name - Investment Related - 375 E. Horsetooth Road. Building 2, Suite 201. Fort Collins, CO 80525. - Real Estate Rental - Started 07/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Sub-lease offices inside my business location. (7) 1/23/2020 - Summit Home Mortgage, LLC - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Started 01/31/2020 - 5 Hours Per Month/3 Hours During Securities Trading - Home mortgages, including FHA, VA, Conventional, fixed and variable rate loans.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-25
• S63 Uniform Securities Agent State Law Examination
  2006-07-18

Other Names

• Mike Chevalier