Michael Mohlman has been an investment adviser representative at San Blas Advisory since April 2022, and is not listed among the firm’s executive officers or direct owners. Michael Mohlman holds a BS in Psychology from Ball State University.
San Blas Advisory, Inc. is an Atlanta, GA firm with $219M under management, 665 clients and 9 advisers across 5 offices, as of its August 2026 filing.
Mike Mohlman is President of Mohlman Wealth Management. He entered the financial services industry in 1998 as an advisor, eventually becoming a producing manager before starting his own firm.
Michael Mohlman’s longest registration was 5 years at Wells Fargo Advisors, LLC (2009–2014). Before joining San Blas Advisory in 2022, Michael Mohlman was registered through Spire Wealth Management, LLC and Independent Advisor Alliance, LLC.
- San Blas Advisory, Inc.Current– present · 4 yearsFort Wayne, IN · Adviser representative · Firm CRD 296929
- SB Advisory, LLCAlso current– present · 4 yearsFort Wayne, IN · Adviser representative · Firm CRD 154680
- Spire Wealth Management, LLC– · under a yearFort Wayne, IN · Adviser representative · Firm CRD 113908
- Independent Advisor Alliance, LLC– · 3 yearsFort Wayne, IN · Adviser representative · Firm CRD 168267
- Mohlman Asset Management, LLC– · 3 yearsFort Wayne, IN · Adviser representative · Firm CRD 148322
- Wells Fargo Advisors, LLC– · 5 yearsFort Wayne, IN · Adviser representative · Firm CRD 19616
- Fifth Third Securities, Inc.– · 4 yearsCincinnati, OH · Adviser representative · Firm CRD 628
Investment adviser representative registrations
Michael Mohlman is registered as an investment adviser representative in 4 states. The first approvals date from January 2022; the most recent are Georgia and Ohio, in April 2022.
- GeorgiaSince 6 April 2022
- IndianaSince 20 January 2022
- OhioSince 6 April 2022
- TexasSince 20 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 7 March 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 December 1998 |
| Series 7 | General Securities Representative Examination | 24 November 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael David Mohlman
- CRD
- 3132492
- Firm
- San Blas Advisory · CRD 296929
- Office
- 200 East Main Street STE 530, Fort Wayne, IN 46802
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mohlmanwealthmanagement.com
Where does Michael Mohlman work?
Michael Mohlman is an investment adviser representative registered through San Blas Advisory, Inc. since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Mohlman a financial advisor?
Yes. Michael Mohlman has a current investment-adviser registration in Georgia, Indiana, Ohio and Texas, through San Blas Advisory since April 2022.
How many years of experience does Michael Mohlman have?
Michael Mohlman has 27 years in the financial industry, since February 1999, across 7 adviser firms.
What exams has Michael Mohlman passed?
Michael Mohlman has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in November 1998. FINRA credited Michael Mohlman with the SIE, which began in October 2018.
Where did Michael Mohlman work before San Blas Advisory?
Before San Blas Advisory, Michael Mohlman was registered through Spire Wealth Management, LLC, January 2022 to January 2022; Independent Advisor Alliance, LLC, February 2018 to January 2022; Mohlman Asset Management, LLC, October 2014 to February 2018; Wells Fargo Advisors, LLC, February 2009 to August 2014; Fifth Third Securities, Inc., November 2004 to February 2009.
Where is Michael Mohlman based?
Michael Mohlman’s registered office is in Fort Wayne, IN.
Is Michael Mohlman registered with FINRA?
Yes. Michael Mohlman has a current broker registration, under CRD 3132492.
Source: FINRA BrokerCheck
How can I verify Michael Mohlman’s record?
Search CRD 3132492 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Mohlman’s full registration record.