MT
ChFC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$15.5M
Fee Structure
There is no fee information in this brochure supplement. This document supplements the main brochure.
Areas of Practice
Investment Management
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Advisor Information
Office location
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells fixed life insurance as an agent, dedicating about a quarter of his time to this activity. He is also involved with Spectrum Wealth Advisory Group, LLC and Rutherford Capital Inc. as an investment advisor, and owns an LLC for the office building his advisory firm operates from.
Employment History
Current Registrations
Rutherford Capital, INC.
April 2022 - Present · 3 yrs 9 mos
Spectrum Wealth Advisory Group, LLC
January 2019 - Present · 7 yrs
LPL Financial LLC Broker
October 2013 - Present · 12 yrs 3 mos
Previous Registrations
The Wealth Consulting Group
April 2016 - January 2019 · 2 yrs 9 mos
LPL Financial LLC
December 2013 - September 2016 · 2 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.