Michael Policar, financial advisor Sammamish WA

Michael Policar

CRD Number: 6074746
Current Firm: Ngp Financial Planning, LLC

Michael Policar (CRD# 6074746) is an Investment Advisor Representative working at Ngp Financial Planning, LLC in Sammamish, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ngp Financial Planning, LLC Sammamish, WA Jan 2021 - Current 3
Ngp Financial Planning, LLC Sammamish, WA Jun 2020 - Current 3
Michael Policar, Sole Proprietor Sammamish, WA Oct 2012 - Dec 2021 9
Hightower Securities, LLC Bellevue, WA Sep 2019 - Jan 2021 1
Hightower Advisors, LLC Bellevue, WA Feb 2018 - Jan 2021 2
Bank Of America, N.a. Bellevue, WA Jan 2018 - Jan 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Oct 2014 - Jan 2018 3
Wells Fargo Advisors, LLC Seattle, WA Aug 2012 - Oct 2014 2
Wells Fargo Advisors, LLC Seattle, WA Jul 2012 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael S. Policar
Phone Number: 425-444-6715
Registered State(s):
  • AZ
  • CA
  • TX
  • WA
Current Firm Details
Ngp Financial Planning, LLC
Firm's CRD Number: 310443
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $939,488
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, TX, WA

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