Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Michael Scott Templeman
CRD#: 7346254
IA
Investment Adviser
TEMPLEMAN WEALTH MANAGEMENT INC.CRD#: 312839 30376 ESPERANZA
SUITE 100
RANCHO SANTA MARGARITA, CA 92688
Registration History
202120222023202420252026IATEMPLEMAN WEALTH MANAGEMENT INC. (CRD# 312839)2021 - Present (3 years)
License(s)

State Registrations

IA
California 4/2/2021
IA
Texas 7/26/2021
Current Registration(s)
IA
TEMPLEMAN WEALTH MANAGEMENT INC. (CRD#:312839)
30376 ESPERANZA SUITE 100, RANCHO SANTA MARGARITA, CA 92688
Registered with this firm since 4/2/2021
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.