MN
CFP
MN
CFP

Michael Allen Neuenschwander

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
570 clients
Average Client Portfolio
$953K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$250K
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Location

224 Ed English Dr., Suite A, The Woodlands, TX, 77385

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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 an insurance agent with Outlook Wealth Insurance Services, LLC since 2000, spending a few hours per week reviewing existing items and advising clients of options. He is also a co-owner and investment adviser representative with Outlook Wealth Advisors, LLC since 2018, dedicating full-time hours to investment advisory services.

Employment History
Current Registrations
Outlook Wealth Advisors, LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
G.F. Investment Services, LLCBroker
October 2011 - December 2018 · 7 yrs 2 mos
Global Financial Private Capital, LLC
September 2011 - January 2019 · 7 yrs 4 mos
Sanders Morris Harris INC.
June 2006 - September 2011 · 5 yrs 3 mos
Sanders Morris Harris INC.Broker
November 2001 - September 2011 · 9 yrs 10 mos
Ifg Network Securities, INC.Broker
July 2000 - November 2001 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Michael Allen Neuenschwander - Financial Advisor | TrueAdvisor