Michael David Mohlman
Investment Adviser Representative at SAN BLAS ADVISORY, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael David Mohlman has worked in the securities industry since 1999. They have passed the Series 65, 63, 24, and 7 examinations. They are registered to provide investment advisory services in 10 U.S. states.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $1 Million | 2.00% |
| $1 Million up to $2 Million | 1.75% |
| $2 Million up to $5 Million | 1.50% |
| $5 Million up to $10 Million | 1.25% |
| $10 Million and up | 1.00% |
SAN BLAS Advisory, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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