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Michael Dean Nestman

West Ridge Advisors

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About Michael Dean Nestman

Michael Dean Nestman is a financial advisor currently associated with West Ridge Advisors, LLC. Michael has been in the financial services industry since 2010. Michael holds Series 7 and 66 licenses. Michael is a Certified Financial Planner. Michael provides financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisers, and educational seminars.

Firm Information

Michael Nestman is currently registered with West Ridge Advisors. West Ridge Advisors is a registered investment advisor headquartered in Henderson, NV. They offer a range of services including financial planning, pension consulting, and educational seminars. They specialize in managing portfolios for individuals, businesses, and pension and profit-sharing plans. The firm has over $188 million in assets under management and a team of 9 investment advisor representatives.
West Ridge Advisors

1528 W. WARM SPRINGS RD #120

HENDERSON, NV 89014

$188.57M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Nestman’s Registration & Firm History

NV

04/25/2016 - Present

West Ridge Advisors (Henderson NV)

CA

04/29/2011 - 05/15/2012

HIGHTOWER SECURITIES, LLC (PALM DESERT CA)

CA

12/16/2010 - 05/03/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)

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Licenses & Designations

BOTH

Issued 01/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Dean Nestman.
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