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Michael Lee Moravec

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

101 South 108th Avenue, 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 a CPA at Moravec & Associates, is involved in a farming business, and affiliated with WealthPlan Partners as a financial advisor. He also sells life, long-term care insurance, and fixed annuities through Moravec Financial Advisors, and serves on the advisory board for Aquinas/St. Mary's Catholic School.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Wealthplan Partners
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wealthplan Partners
January 2017 - July 2020 · 3 yrs 6 mos
Securities America, INC.Broker
January 2017 - June 2024 · 7 yrs 5 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Vsr Financial Services, INC.Broker
September 2016 - November 2016 · 2 mos
Summit Financial Group INC
September 2016 - January 2017 · 4 mos
Summit Brokerage Services, INC.Broker
September 2016 - January 2017 · 4 mos
Vsr Advisory Services
February 2003 - September 2016 · 13 yrs 7 mos
The Masters, INC.
February 2002 - February 2003 · 1 yr
Vsr Financial Services, INC.Broker
January 2002 - September 2016 · 14 yrs 8 mos
Sii Investments, INC.Broker
February 1998 - January 2002 · 3 yrs 11 mos
State Registrations13 states
ARAZCOFLGAIAKSNCNEOHSCSDWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.