Michael Allen Wegner

Current Employers

Employment History

• 05/1995 → Present
  Lifestyle Financial Advisors, Inc.
  Friendswood, TX
• 05/2008 → 09/2022
  First Allied Securities, Inc.
  Friendswood, TX
• 01/2007 → 11/2020
  First Allied Advisory Services,Inc. Pka First Advisors, Inc
  Friendswood, TX
• 12/2016 → Present
  Lifestyle Asset Management, Inc
  Friendswood, TX
• 01/2007 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Friendswood, TX
• 07/2023 → Present
  Everett Financial Group
  Dallas, TX
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Mbl Insurance Agency, Llc Dba Dfw Retirement Planners
  Fort Worth, TX

Previous Registrations

• 2007-01-03 → 2020-11-12
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Friendswood, TX
  Texas City, TX
• 1995-07-12 → 2007-01-03
  Ffp Advisory Services Inc
  Friendswood, TX
  Friendswood, TX

Other Businesses

1. MICHAEL WEGNER; INSURANCE - AGENT; START DATE: 04/01/2008 2. LIFESTYLE FINANCIAL ADVISORS - DBA 3. LIFESTYLE ASSET MANAGEMENT LLC; OWNER; HOLDING COMPANY OR TAX/BILL PAYMENT ENTITY; START DATE: 08/14/2017; 4 HOURS PER MONTH 4. HOWARD CM HOLDINGS; SHAREHOLDER; HOLDING COMPANY OR SUB-S CORP; START DATE: 06/01/2010 5. MRC VENTURES; OWNER; REAL ESTATE; START DATE 03/08/2006; 20 HOURS PER MONTH. 6.NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT, INC.- CRD# 157450 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: OWNER/IAR, START DATE: 08/2017, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 7. NAME OF OTHER BUSINESS: EVERETT FINANCIAL GROUP , INVESTMENT RELATED: YES, ADDRESS: 17950 PRESTON RD, #1770, DALLAS, TX 75252, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/1987; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 9. NAME OF OTHER BUSINESS: MBL INSURANCE AGENCY, LLC DBA DFW RETIREMENT PLANNERS; INVESTMENT RELATED: NO; ADDRESS: 6000 WESTERN PLACE SUITE 500 FORT WORTH, TX 76107; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE PRODUCTS; 10. NAME OF OTHER BUSINESS: KNIGHTS OF MOMUS; INVESTMENT RELATED: NO; ADDRESS: PO BOX 2285, GALVESTON, TX 77553; NATURE OF BUSINESS: BOARD; START DATE: 6/2026; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FULFILL LEADERSHIP IN THE ABSENCE OF THE PRESIDENT FOR MONTHLY BOARD MEETINGS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-04-23

Other Names

• Mike Wegner