AdFi
MJ

Michael Jonathan Finch

Investment Adviser Representative at 10elms LLP

Altus, OKCRD #6477940Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Jonathan Finch is an investment adviser representative with 10elms LLP in Altus, OK, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Finch Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oklahoma.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oklahoma

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/6/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

10elms LLPCurrent
8/21/2024 – Altus, OK
Finch Wealth Management, LLC
8/5/2021 – 9/16/2024Altus, OK
Finch Wealth Management, LLC
6/30/2015 – 12/1/2016Tucson, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. L3 Communications
    Aug 2016 – Nov 2018Altus, OK
  2. FSI-Defense
    Nov 2018 – no end date reportedAltus, OK
  3. Finch Wealth Management, LLC
    Mar 2021 – no end date reportedAltus, OK

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 10elms LLP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial advice and guidance, navigating the complexities of financial management, and fiduciary wealth advisory services

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Financial AdvisoryFiduciaryWealth ManagementFinancial PlanningIntergenerational PlanningTeamworkCompliance

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Tulsa, OK
SEC file number:
801-131155

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at 10elms LLP

2 other advisors in the directory

View 10elms LLP firm profile

Similar advisors in Altus, OK

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jonathan Finch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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