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Michael Joseph Wilson

Trajan Wealth, L.L.C.

Scottsdale, AZ

Peoria, AZ

CRD 6715509

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Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2016-12-09
  • AZ RA
    APPROVED
    Since 2016-12-09

Branch Locations

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

16150 N. Arrowhead Fountains Center Dr. #245, Peoria, AZ 85382 • 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
Mhcb Retirement Solutions, Llc Cave Creek AZ 09/2015 07/2018
Trajan Wealth, Llc Scottsdale AZ 09/2016 02/2025
Trajan Wealth, Llc Peoria AZ 02/2025 Present
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; ARIZONA; INSURANCE AGENT; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-14
  • S65 Uniform Investment Adviser Law Examination
    2016-09-14

View on SEC IAPD

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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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