Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
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Location
5720 W Chandler Blvd Ste 4, Chandler, AZ, 85226-3360
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2017Settled
Other Business Activities
Michael operates Wealthnest Planners as a DBA for his LPL business since 2013. He also owns Wealthnest Tax Services, LLC, where he prepares income taxes for individuals and businesses, dedicating about half his time. Additionally, Michael owns Wealthnest LLC, a real estate rental property, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
September 2010 - Present · 15 yrs 5 mos
LPL Financial LLC
February 2009 - Present · 17 yrs
LPL Financial LLCBroker
February 2009 - Present · 17 yrs
Previous Registrations
Unified Wealth Management, LLC
April 2005 - January 2015 · 9 yrs 9 mos
Gunnallen Financial, INC
September 2004 - July 2008 · 3 yrs 10 mos
Gunnallen Financial, INCBroker
August 2004 - March 2009 · 4 yrs 7 mos
Royal Alliance Associates, INC.
March 2003 - October 2004 · 1 yr 7 mos
Royal Alliance Associates, INC.Broker
December 2002 - October 2004 · 1 yr 10 mos
Asset & Financial Planning, LTD
April 2002 - December 2002 · 8 mos
Prime Capital Services, INC.Broker
May 2001 - March 2003 · 1 yr 10 mos
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.