RBC Capital Markets
46yrs
Top advisor by experience in Clive
30yrs
Based in Clive, Iowa, Michael McClimon is a financial advisor with 30 years of industry experience. Michael has been with Fmsa since 2019; before that, Michael spent 14 years at GWN Securities and less than a year at Money Concepts Advisory Service. Fmsa offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in Iowa
Office7400 University Ave, Suite E, Clive, IA 50325
FirmFmsa
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$140,832
Advisors at the firm22
States licensed ?1 state
Services through Fmsa
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowFmsaCurrent firm
- 2004 – 2018GWN Securities Inc.Previously
- Aug 2004 – Sep 2004Money Concepts Capital CorpPreviously
- 1999 – 2003MSI Financial Services, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Fmsa at (561) 289-2602 and ask for Michael McClimon. Michael works from the Clive, IA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 15% by experience in Iowa.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Fmsa reports being paid by a percentage of the assets they manage, hourly fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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