MA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$5K
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in insurance sales, specifically health, life, and fixed annuities, through Vizionary Wealth Management. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Wealthplan Investment Management LLC
January 2024 - Present · 2 yrs
Previous Registrations
Osaic Wealth, INC. Broker
November 2018 - December 2023 · 5 yrs 1 mo
Osaic Wealth, INC.
November 2018 - December 2023 · 5 yrs 1 mo
Signator Investors, INC.
September 2004 - November 2018 · 14 yrs 2 mos
Signator Investors, INC.Broker
February 1993 - November 2018 · 25 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1993 - May 1997 · 4 yrs 3 mos
State Registrations2 states
DENJ
Advisor
Exams
No exam information available for this advisor.