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Michael M
Series 63, Series 65
Fort Wayne, IN
SB Advisory, LLC
Michael Mohlman is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LPL Financial, Wells Fargo Clearing, and Fifth Third Securities. Mohlman also assists clients with asset allocation for their charitable funds through Fidelity Charitable on a non-compensated basis. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, using a blend of fundamental, technical, and qualitative analysis to tailor client portfolios.
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