Michael Erwin

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 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

• 04/2017 → 04/2020
  Edward Jones
  St Louis, MO
• 06/1998 → 10/2017
  Kansas Army National Guard
  Topeka, KS
• 05/2020 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Previous Registrations

• 2017-10-03 → 2020-04-22
  Edward Jones
  Topeka, KS
  St Louis, MO
  Topeka, KS
  Topeka, KS

Other Businesses

1.)NAME: MUSEUM OF KANSAS NATIONAL GUARD; INV RELATED: NO; ADDRESS: 125 SE AIRPORT ROAD TOPEKA, KS 66619; NATURE: MUSEUM HIGHLIGHTING THE HISTORY OF THE KANSAS ARMY AND AIR NATIONAL GUARD; POSITION: MEMBER OF THE BOARD OF DIRECTORS. MEET ONCE A MONTH WITH A DEDICATED AGENDA TO DISCUSS THE OPERATION OF THE MUSEUM; START DATE: 1/1/2012; HOURS/MONTH: 16; TRADING HOURS/MONTH: 0; DUTIES: ATTEND MONTHLY BOARD MEETING, VOLUNTEER AT MUSEUM FUNCTIONS, SERVE AS THE BOARD REPRESENTATIVE FOR CUB SCOUT PACK 250 2.) NAME: ERWIN INVESTMENT PARTNERS, LLC; INV RELATED: YES, I WILL HAVE THE FINANCIAL INTEREST OF THE ENTIRE BUSINESS; ADDRESS: 5805 SW 54TH CT, TOPEKA, KS 66610; NATURE: FINANCIAL ADVISING FOR INVESTORS - MUTUAL FUNDS, STOCKS, BONDS, CD'S, LIFE INSURANCE, LONG-TERM CARE INSURANCE, AND ANNUITIES; POSITION: FOUNDER/FINANCIAL ADVISOR; START DATE: 5/28/2020; HOURS/MONTH: 240; TRADING HOURS/MONTH: 240; 3.) NAME: CONSOLIDATED RURAL WATER DISTRICT NO 3 BOARD MEMBER. INV RELATED: NO; DUTIES: BOARD OF DIRECTORS MEMBER. OVERSEE THE MANAGEMENT OF THE WATER DISTRICT. HOURS LESS THAN 4 A MONTH. START DATE 06/2022 4.) NAME: RENTAL PROPERTY; INV RELATED: NO; CO-OWNER WITH SPOUSE ON RENTAL PROPERTY IN TOPEKA KANSAS. HOURS LESS THAN 4 A MONTH. START DATE 05/2022.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-02

Other Names

• Michael Allen Erwin