Michael Patrick Ross

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 01/2021
  Morgan Stanley
  San Jose, CA
• 01/2021 → 02/2022
  One Seven Dba Lattice Wealth Management
  Beachwood, OH
• 05/2021 → 05/2025
  Fortune Financial Services
  Monaca, PA
• 04/2022 → Present
  Integrated Advisors Network, Llc
  Dallas, TX
• 04/2022 → Present
  Lattice Wealth Managment, Inc
  San Jose, CA

Previous Registrations

• 2021-01-06 → 2022-04-14
  Oneseven
  San Jose, CA
  Beachwood, OH
  San Jose, CA
• 2009-06-01 → 2021-01-29
  Morgan Stanley
  Bakersfield, CA
  San Jose, CA
  San Jose, CA
  Bakersfield, CA
• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  San Jose, CA
  Bakersfield, CA
  Bakersfield, CA

Other Businesses

1) Lattice Wealth Management, Investment Related; 84 West Santa Clara Street, Ste 734, San Jose, CA 95113, DBA; owner; 7/2022; duties and hours in line with advisory services 2) Independent Licensed Insurance Agent; Investment Related; 1987; 84 West Santa Clara Street, Ste 734, San Jose, CA; sales and service of insurance products; Insurance; 5 hours during business hours. 3) Tarkenton Financial; investment-related; Atlanta, GA; Insurance; Representative; 11/2023; sales and service of insurance/annuity products; 5 hours during business hours 4) RossOBIs LLC ; investment-related; 84 West Santa Clara Street, Ste 734, San Jose, CA 95113; Owner; management of outside business interests; 12/21; property management; 10 hrs during business hrs 5) Just Build Wealth,investment-related; 84 West Santa Clara Street, Ste 734, San Jose, CA 95113, owner; expert witness, public speaking and book promotion; 2/2024; Promote authored books; co-host podcasts with industry professionals; Writing, Management of book website, Coach other financial advisors, create/host educational webinars for financial advisors; serve as an expert witness; 6 hours during business hours 6) SJSU Sbona Honors Program; non-investment related; One Washington Square, San José, CA 95192; Educational institution; 2/2026; tutor; Work with a small group of students leading a research project; 4 hours during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-09
• S63 Uniform Securities Agent State Law Examination
  1987-04-28

Other Names

• Michael Ross