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Jane D
Series 65
Kansas City, MO
Mike Wolters & Associates, Ltd.
Jane Dansby is a financial advisor at Mike Wolters & Associates, Ltd. in Kansas City, MO, holding a Series 65 designation with 17 years of industry experience. She has been with Mike Wolters & Associates since 2000. Mike Wolters & Associates provides discretionary asset management to individuals, charitable organizations, and retirement-plan participants, managing approximately $21 million across about 84 client accounts. The firm offers three management strategies focused primarily on ETFs and selected individual stocks, combining fundamental and technical analysis with tax-aware trading.
Michael W
Series 65
Parkville, MO
Mike Wolters & Associates, Ltd.
Michael Wolters is a Series 65 licensed financial advisor with 33 years of industry experience. He has been with Mike Wolters & Associates, Ltd. since 1994, where he is one of two advisors at the firm based in Parkville, MO. Mike Wolters & Associates, Ltd. provides discretionary asset management exclusively to individuals, charitable organizations, and retirement plan participants. The firm manages about $19 million across roughly 74 client accounts, primarily using ETFs and selected individual stocks within an investment approach that combines fundamental and technical analysis alongside macroeconomic and political factors.
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