Michael Wynns has been Chief Executive Officer of CAVU Wealth Management since September 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Cavu Wealth Management Inc. is a Lakeside, CA firm with $209M under management, 378 clients and 7 advisers across 5 offices, as of its August 2026 filing.
Michael S. Wynns is Financial Planner / President of CAVU Wealth Management. Mike is a partner of the firm and co-founded CAVU Wealth Management in 2018. He was President and General Manager of a San Diego restaurant from 1989 until 1997, joined a large local financial planning group in 1998, and in 2000 co-founded Capital Financial Consultants Group. He is a past Board Member of the Financial Planning Association of San Diego.
Michael Wynns’ longest registration was 14 years at Capital Financial Consultants Group, Inc. (2005–2020). Before joining CAVU Wealth Management in 2019, Michael Wynns was registered through Independent Financial Group, LLC and Capital Financial Consultants Group, Inc.
- Cavu Wealth ManagementCurrent– present · 7 yearsLakeside, CA · Adviser representative · Firm CRD 299089
- Independent Financial Group, LLC– · under a yearSandpoint, ID · Adviser representative · Firm CRD 7717
- Independent Financial Group, LLC– · under a yearSandpoint, ID · Adviser representative · Firm CRD 7717
- Capital Financial Consultants Group, Inc.– · 14 yearsSan Diego, CA · Adviser representative · Firm CRD 133657
- Qa3 Financial LLC– · 7 yearsPoway, CA · Adviser representative · Firm CRD 104957
- Hornor, Townsend & Kent, Inc.– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 4031
Professional designations
Listed by CAVU Wealth Management
- ChFC®
- AIF®
Investment adviser representative registrations
Michael Wynns is registered as an investment adviser representative in 3 states. The first approvals date from January 2019; the most recent is Texas, in June 2021.
- CaliforniaSince 4 January 2019
- IdahoSince 28 January 2019
- TexasSince 19 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 January 1999 |
| Series 7 | General Securities Representative Examination | 24 November 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Shawn Wynns
- CRD
- 3072203
- Firm
- CAVU Wealth Management · CRD 299089
- Role
- Chief Executive Officer
- Office
- 10001 MAINE AVE, Lakeside, CA 92040
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cavuwm.com
Where does Michael Wynns work?
Michael Wynns has been Chief Executive Officer of Cavu Wealth Management Inc. since September 2018, and is a control person of the firm.
Is Michael Wynns a financial advisor?
Yes. Michael Wynns has a current investment-adviser registration in California, Idaho and Texas, through CAVU Wealth Management since January 2019.
How many years of experience does Michael Wynns have?
Michael Wynns has 27 years in the financial industry, since December 1998, across 5 adviser firms.
What exams has Michael Wynns passed?
Michael Wynns has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 1998. FINRA credited Michael Wynns with the SIE, which began in October 2018.
Where did Michael Wynns work before CAVU Wealth Management?
Before CAVU Wealth Management, Michael Wynns was registered through Independent Financial Group, LLC, November 2014 to March 2015; Independent Financial Group, LLC, February 2011 to July 2011; Qa3 Financial LLC, August 2003 to February 2011; Hornor, Townsend & Kent, Inc., June 2001 to August 2003.
Where is Michael Wynns based?
Michael Wynns’ registered office is in Lakeside, CA.
Is Michael Wynns registered with FINRA?
Yes. Michael Wynns has a current broker registration, under CRD 3072203.
Source: FINRA BrokerCheck
How can I verify Michael Wynns’ record?
Search CRD 3072203 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Wynns’ full registration record.
