MA
MA

Michael Robert Aster

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
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Location

101 S 108th Ave, 3rd Floor, Omaha, NE, 68154

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History

Regulatory 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.

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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 1 mo
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.
Michael Robert Aster - Financial Advisor | TrueAdvisor