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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

MICHAEL AARON KAUFFMAN

Advisor at THE WEALTHCARE CLINIC

SIX MILE, SC

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Search this name across graphsid dfx:ria:c1648ac5-2dc1-9c4e-0ac9-eb3a0a6fd84c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2018 to Sep 14, 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: THE WEALTHCARE CLINIC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: May 8, 2017
First registration: Mar 15, 2018
Dual registered: no
Other names: Mike Kauffman
IAPD individual key: 6726044

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
THE WEALTHCARE CLINIC	State registered	Sep 11, 2026	n/a	yes	SIX MILE, SC	Current employment
BOLDIN ADVISORS	No RAUM reported	Sep 9, 2025	Jan 13, 2026	no	Six Mile, SC\|MILL VALLEY, CA	Previous registration
SOLITUDE FINANCIAL SERVICES, INC.	Independent wealth	Jan 7, 2020	Dec 31, 2023	no	Charlottesville, VA	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Mar 20, 2018	Aug 9, 2019	no	Phoenix, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 15, 2018	Mar 21, 2018	no	Phoenix, AZ\|Phoenix, AZ	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
BOLDIN ADVISORS	THE WEALTHCARE CLINIC	Jan 13, 2026	Sep 11, 2026	241	Firm change	Other
SOLITUDE FINANCIAL SERVICES, INC.	BOLDIN ADVISORS	Dec 31, 2023	Sep 9, 2025	618	Firm change after gap	RIA to new firm
SCHWAB WEALTH ADVISORY, INC.	SOLITUDE FINANCIAL SERVICES, INC.	Aug 9, 2019	Jan 7, 2020	151	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Mar 21, 2018	Mar 20, 2018	-1	Channel change	Other

Relationships

Registered with (5)

→ THE WEALTHCARE CLINICRegistered adviserregistration: current employment
Sep 11, 2026 to presentfactForm ADV
→ BOLDIN ADVISORSRegistered adviserregistration: previous registration
Sep 9, 2025 to Jan 13, 2026factForm ADV
→ SOLITUDE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 7, 2020 to Dec 31, 2023factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Mar 20, 2018 to Aug 9, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 15, 2018 to Mar 21, 2018factForm ADV

Dated events

Occurred
Jan 13, 2026
Advisor changed firm
Michael Aaron Kauffman left Boldin Advisors for The Wealthcare Clinic (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Michael Aaron Kauffman left Solitude Financial Services, Inc. for Boldin Advisors (registered 2025-09-09)
Form ADVobserved 4 days ago