Welcome to Mike Wolters and Associates, Inc.
Mike Wolters and Associates, Inc. (“MW&A”) is an investment advisory firm that was established in 1995. It was founded by Mike Wolters who registered as an Investment Advisor in 1993. The business office is located in Parkville, Missouri, a suburb of Kansas City. In January 2000, Jane Dansby joined MW&A as a Registered Investment Advisor Representative.
Prior to establishing his business, Mike had already been a very active participant in the securities markets for over 25 years. After completing his college degree in Business Administration with a focus in economics, he explored many strategies and methods of investing using various financial instruments such as common stocks, no-load mutual funds, stock options, etc. He wanted to determine what did and did not work for him in producing favorable investment returns. At the time, Mike found that he experienced greatest success when actively investing in no-load mutual funds. With a strong passion for money management, he decided to share his services with others. Thus, in 1995 he formed Mike Wolters and Associates, Inc.
MW&A uses TD Ameritrade to house and service all accounts they have under their management. Over the years, MW&A has invested almost exclusively in no-load mutual funds. While Mike and Jane have also wanted to invest in individual common stocks and Exchange Traded Funds (ETFs) for their clients, they were hampered from doing so by the obstacles encountered when attempting to buy and sell individual stocks for multiple accounts. In recent years, TD Ameritrade has made advancements on their trading platform to now facilitate this type of transaction. As of early 2021, we have begun using ETFs exclusively as an investment vehicle for three of our management strategies and our fourth strategy invests in common stocks in addition to ETFs.
Mike and Jane's business model was created around the best interests of the client. The firm strives to provide the highest level of customer service and satisfaction. No complaint regarding their services has ever been registered with any regulatory agency in the almost 25 years they have been in business.
The Investment Advisor Representatives of MW&A each have the majority of their own personal assets invested in the same security instruments as do their clients. This demonstrates their confidence in and dedication to the investment process provided by MW&A.
Mike and Jane are accepting new clients and would welcome the opportunity to discuss the value of their investment services with you.
**EXPERIENCE**DISCIPLINE**DEDICATION**SUCCESS**CONFIDENTIALITY**TRUST**
Registered Investment Advisor
Mike Wolters and Associates
Mike Wolters & Associates, Ltd. is registered as an investment advisor in the states of Missouri, Kansas, Texas and Colorado. This web-site is for informational purposes only and is in no way an offer to provide investment services except, where applicable, in states where MW&A are registered or where an exemption
or exclusion from such registration exists.
