Michael Jon Engelstad

Current Employers

Employment History

• 08/2019 → 02/2022
  Raymond James Financial Services Advisors, Inc.
  Columbus, IN
• 12/2012 → Present
  Our Brides, Llc
  Columbus, IN
• 02/2013 → Present
  Engelstad Wealth Advisors, Inc.
  Columbus, IN
• 10/2024 → Present
  Concurrent Investment Advisors, Llc
  Columbus, IN
• 03/2013 → 08/2019
  Wells Fargo Advisors
  Columbus, IN

Previous Registrations

• 2019-08-19 → 2022-02-25
  Raymond James Financial Services Advisors, Inc
  Columbus, IN
• 2013-03-12 → 2019-08-20
  Wells Fargo Advisors Financial Network, Llc
  Columbus, IN
• 2007-02-07 → 2013-03-12
  Edward Jones
  Columbus, IN

Other Businesses

1) EBB TIED LLC, NON-INVESTMENT RELATED, COLUMBUS, IN, COMMERCIAL REAL ESTATE, STARTED 11/2012, 2 HOURS DEVOTED PER MONTH DURING NON-TRADING HOURS, PASSIVE OWNER FOR RENTAL PROPERTIES. 2) Engelstad Wealth Advisors, Inc Address: 250 Franklin St, Columbus, IN Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 02/26/2013 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 120 Description of duties: Financial Planning 3) Our Brides, LLC - Columbus, IN Nature of the Business: Business Owner Position/Title: Officer - Secretary Investment Related:Yes Start Date: 12/12/2012 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: Passive owner. My wife does the active work. 4) Engelstad Wealth Holdings, LLC, INVESTMENT RELATED, COLUMBUS, IN, STARTED 10/2024, Less than 1% of time monthly during business hours, Co-owner

Exams

• S66 Uniform Combined State Law Examination
  2007-01-25
• S63 Uniform Securities Agent State Law Examination
  1993-04-28

Designations