Michael Haskins has been Chief Compliance Officer of LWM Advisors since April 2022, is not listed as a control person, but directly owns under 5% of the firm.
LWM Advisors Inc is an El Dorado Hills, CA firm with $172M under management, 124 clients and 3 advisers in one office, as of its March 2026 filing.
Michael Haskins’ longest registration was 16 years at Cambridge Investment Research Advisors, Inc. (2007–2023). Before joining LWM Advisors in 2023, Michael Haskins was registered through Cambridge Investment Research Advisors, Inc. and Morgan Stanley & Co., Incorporated.
- Larsen Wealth ManagementCurrent– present · 3 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 146620
- Cambridge Investment Research Advisors, Inc.– · 16 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 134139
- Morgan Stanley & Co., Incorporated– · under a yearSacramento, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · under a yearSacramento, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Michael Haskins is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- CaliforniaSince 3 October 2023
- TexasSince 3 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 27 June 2006 |
| Series 66 | Uniform Combined State Law Examination | 20 June 2006 |
| Series 7 | General Securities Representative Examination | 1 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Brian Haskins
- CRD
- 4853916
- Firm
- LWM Advisors · CRD 146620
- Role
- Chief Compliance Officer
- Office
- 5180 GOLDEN FOOTHILL PKWY, STE 220, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Haskins work?
Michael Haskins has been Chief Compliance Officer of LWM Advisors Inc since April 2022.
Is Michael Haskins a financial advisor?
Yes. Michael Haskins has a current investment-adviser registration in California and Texas, through LWM Advisors since October 2023.
How many years of experience does Michael Haskins have?
Michael Haskins has 20 years in the financial industry, since September 2006, across 4 adviser firms.
What exams has Michael Haskins passed?
Michael Haskins has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in June 2006. FINRA credited Michael Haskins with the SIE, which began in October 2018.
Where did Michael Haskins work before LWM Advisors?
Before LWM Advisors, Michael Haskins was registered through Morgan Stanley & Co., Incorporated, April 2007 to May 2007; Morgan Stanley, June 2006 to April 2007.
Where is Michael Haskins based?
Michael Haskins’ registered office is in El Dorado Hills, CA.
Is Michael Haskins registered with FINRA?
No. Michael Haskins has no current broker registration.
How can I verify Michael Haskins’ record?
Search CRD 4853916 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Haskins’ full registration record.