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RIA / WealthAdvisor30 years in industry

MICHAEL E MCCLIMON

Advisor at FMSA

DELRAY BEACH, FL | Clive, IA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FMSA
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: May 15, 1996
First registration: Jan 1, 1999
Dual registered: no
Other names: MICHAEL EMMANUEL MCCLIMON
IAPD individual key: 2744393

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Fmsa	Independent wealth	Apr 18, 2019	n/a	yes	Clive, IA\|DELRAY BEACH, FL	Current employment
GWN SECURITIES INC.	Bd affiliated wealth	Sep 8, 2004	Nov 1, 2018	no	CLIVE, IA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|DES MOINES, IA	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Aug 30, 2004	Sep 8, 2004	no	DES MOINES, IA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 1, 1999	Aug 12, 2003	no	MINNETONKA, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GWN SECURITIES INC.	Fmsa	Nov 1, 2018	Apr 18, 2019	168	Firm change	Ibd to RIA
MONEY CONCEPTS ADVISORY SERVICE	GWN SECURITIES INC.	Sep 8, 2004	Sep 8, 2004	0	Firm change	Other
MSI FINANCIAL SERVICES, INC.	MONEY CONCEPTS ADVISORY SERVICE	Aug 12, 2003	Aug 30, 2004	384	Firm change	Other

Relationships

Registered with (4)

→ FMSARegistered adviserregistration: current employment
Apr 18, 2019 to presentfactForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
Sep 8, 2004 to Nov 1, 2018factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Aug 30, 2004 to Sep 8, 2004factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 1, 1999 to Aug 12, 2003factForm ADV

Dated events

No dated event names this entity yet.