Michael Willard Boone

Employer firm

Boone Wealth Advisors, LLC CRD 116682

$507M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2018 → Present
  Boone Wealth Advisors, Llc
  Bellevue, WA
• 07/2016 → 01/2018
  Sabbatical
  Bellevue, WA

Previous Registrations

• 2006-09-26 → 2017-01-27
  Boone Wealth Advisors, Llc
  Bellevue, WA
• 1997-02-25 → 2015-10-28
  Lpl Financial Llc
  Bellevue, WA

Other Businesses

(1) 02/11/1997: MICHAEL W. BOONE - INV REL - NON-VARIABLE INSURANCE - NO TIME SPENT - INDEPENDENT INSURANCE AGENCY (2) 09/19/2011: R120 - NOT INV REL - NON-PROFIT BOARD MEMBER - FOUNDER AND THE PRESIDENT OF R120, A 501(C)(3) CHARITY INVOLVED IN CHRISTIAN CHARITY WORK DOMESTICALLY AND OVERSEAS (3) 08/30/2013: MWBOONE AND ASSOCIATES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (4) 07/03/2014: MWBOONE CREATES, LLC - NOT INV REL - HOME BASED - PHOTOGRAPHY, WRITING, OTHER CREATIVE PROJECTS - START 05/30/2014 - 3 HR/MO NONE DURING SECS TRDG HRS - OWNER/AUTHOR/ARTIST/DESIGNER (5) 10/22/2014: MWBOONE AND ASSOCIATES, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) MWBOONE AND ASSOCIATES, LLC - START 09/05/2014 - 80 HR/MO 4 DURING SECS TRDG HRS (6) Fidelitas Wines, LLC; not investment-related; Richland, WA; winery; partner; 07/31/2019; 1 hr/month; 0 during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-10
• S63 Uniform Securities Agent State Law Examination
  1985-08-13

Designations

• Certified Financial Planner