Michael Craig Waldow

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 04/2004 → 09/2017
  Investlinc Wealth Services
  Anaheim, CA
• 12/2018 → 10/2019
  Measured Risk Portfolios
  Anaheim Hills, CA
• 09/2017 → 11/2018
  Unemployed
  Fullerton, CA
• 09/2022 → 09/2023
  Freedom Family Office, Llc
  Paris
• 11/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2022 → 05/2022
  Twickenham Advisors
  Huntsville, AL
• 02/2025 → 11/2025
  Unemployed
  Hebron, IL
• 10/2019 → 02/2022
  Unemployed
  Paris
• 05/2022 → 09/2022
  Unemployed
  Paris
• 03/2024 → 02/2025
  Magellan Federal
  Northamptonshire
• 09/2023 → 03/2024
  Unemployed
  Hebron, IL
• 03/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2023-06-13 → 2023-09-01
  Freedom Family Office, Llc
  Jupiter, FL
  Los Angeles, CA
• 2019-03-19 → 2019-10-17
  Measured Risk Portfolios
  San Diego, CA
• 2009-06-03 → 2018-03-07
  Investlinc Wealth Services
  Anaheim, CA
• 2010-06-24 → 2011-08-09
  Financial Telesis Inc
  San Rafael, CA
  Anaheim, CA
• 2010-07-12 → 2010-08-13
  B. Riley Wealth Advisors, Inc.
  Anaheim, CA
• 2010-06-25 → 2010-07-12
  B. Riley Wealth Advisors, Inc.
  Anaheim, CA
• 2009-09-08 → 2009-12-18
  Lpl Financial Llc
  Anaheim, CA
• 2007-10-03 → 2009-10-13
  Associated Planners Investment Advisory Inc
  Anaheim, CA
• 2007-09-11 → 2009-09-08
  Associated Securities Corp.
  Anaheim, CA
• 2007-10-15 → 2009-03-30
  Wellspring Wealth Management Llc
  Anaheim, CA
• 2007-04-25 → 2007-09-06
  Fsc Securities Corporation
  San Mateo, CA
  Anaheim, CA
• 2007-02-08 → 2007-04-26
  Hornor, Townsend & Kent, Llc
  Anaheim, CA
• 2002-07-31 → 2003-11-19
  Private Consulting Group, Inc.
  Irvine, CA
• 1997-07-08 → 2002-07-30
  Fsc Securities Corporation
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-06
• S63 Uniform Securities Agent State Law Examination
  1991-02-22

Designations

• Certified Financial Planner

Other Names

• Michael C Waldow
• Michael Waldow
• Mike Waldow