Michael Moravec, financial advisor David City NE
93 score

Michael Moravec

CRD Number: 2997871
Current Firm: Vsr Advisory Services

Michael Moravec (CRD# 2997871) is an Investment Advisor Representative working at Vsr Advisory Services in David City, NE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Moravec Financial Advisors, Inc. David City, NE Jul 2009 - Current 7
Vsr Advisory Services Overland Park, KS Aug 2007 - Current 9
Vsr Financial Services, Inc. Overland Park, KS Jan 2002 - Current 14
Moravec & Associates, Cpa, P.c. David City, NE Oct 2001 - Jul 2009 7
The Masters (division Of Vsr) Overland Park, KS Jan 2003 - Aug 2007 4
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: 913-498-2900
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
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)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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