Michael Moravec, financial advisor Omaha NE

Michael Moravec

CRD Number: 2997871
Current Firm: Wealthplan Partners

Michael Moravec (CRD# 2997871) is an Investment Advisor Representative working at Wealthplan Partners in Omaha, NE and has over 26 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Wealthplan Partners, LLC Omaha, NE Jan 2020 - Current 4
Securities America, Inc. David City, NE Jan 2017 - Current 7
Wealthplan Partners, Inc. Omaha, NE Jan 2017 - Current 7
Moravec Financial Advisors, Inc. David City, NE Jul 2009 - Current 14
Moravec & Associates, Cpa, P.c. David City, NE Oct 2001 - Current 22
Summit Brokerage Services, Inc. David City, NE Sep 2016 - Jan 2017 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Jan 2017 < 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Nov 2016 9
Vsr Financial Services, Inc. Overland Park, KS Jan 2002 - Nov 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Michael L. Moravec
Phone Number: 4023335448
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1,620
    MILLIONS
  • Total Number of Accounts
    6,661
    ACCOUNTS
  • Average Account Value
    $243,199
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

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