Broker Check
Mike Bagby

Mike Bagby

Investment Consultant | Investment Manager


Mike Bagby, founder and Executive Director of Bagby Wealth Management, LLC, has been actively and
successfully involved in the financial services industry since 1982. His expertise comes from a strong
educational background in finance and economics combined with specialized financial services training and
more than 37 years of professional experience.

Mike was 16 when he began learning about the securities markets while working and studying at his father's
firm, which was a "commodity trading advisory" firm. He continued his financial education at Southeast Missouri
State University, graduating in 1982 with a Bachelor of Science degree in Business Administration with a major
in Finance and a minor in Economics. After graduation, Mike worked at a national full-service brokerage
company where he obtained his general securities representative license. He opened an independent branch
office as a registered representative in 1984 and then in 1994 established Bagby Investment Consultants as
a Registered Investment Advisory* (RIA) firm - now known as Bagby Wealth Management.

Mike specializes in providing investment management and investment advice, bringing clients his expertise
in comprehensive retirement and estate planning. He also provides knowledgeable guidance in the areas of
institutional investment management, tax planning, asset protection, and the management of family wealth.

Mike holds Series 7, 24, and 63 securities registrations. He holds both life insurance agent and broker's
license. Mike was honored to have been "grandfathered in" as an Investment Advisor Representative due to
his years of experience in the financial field, educational background, and previous registrations.

Mike is a member of the Dexter Chamber of Commerce, Dexter Regional Healthcare Foundation and a
former member of the Dexter Public Schools Advisory Committee, the Girl Scout Area Council Finance
Committee, and the Rotary Club, where he served as president. He is a member of the First Baptist Church
where he has served on numerous committees and as a deacon. Mike and his wife Cathy live in Dexter,
Missouri where they raised their two grown children, Britney and Ryan.

*Note that registration with the state of Missouri, Kansas, or any other state as an investment advisor does not imply a certain level of training or skill.