Michael Sompura, financial advisor Calabasas CA
93 score

Michael Sompura

CRD Number: 3102202
Current Firm: Planned Asset Management

Michael Sompura (CRD# 3102202) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Calabasas, CA Mar 2015 - Current 3
Commonwealth Financial Network Waltham, MA Jul 2013 - Mar 2015 1
Legacy Wealth Partners Woodland Hills, CA Jul 2013 - Mar 2015 1
Michael Sompura - Self Oxnard, CA Jul 2011 - Mar 2015 3
Securities Service Network, Inc. Scottsdale, AZ Aug 2009 - Jul 2011 1
The Householder Group Scottsdale, AZ Jun 2006 - Jul 2011 5
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Jul 2009 < 1
Aig Financial Advisors, Inc. Scottsdale, AZ Jun 2006 - Jan 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Michael J. Sompura
Phone Number: 818-708-6888
Firm Website: https://www.earn4u.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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