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.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
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 |
- NE
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Total Assets Under Management1,620MILLIONS
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Total Number of Accounts6,661ACCOUNTS
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Average Account Value$243,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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