Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nemzek is a financial advisor with Creative Planning, a firm with over $175 billion in assets under management. Michael has been in the financial services industry since 2010, and has worked with several notable firms, including J.P. Morgan Securities LLC, SC Distributors, LLC, and Wells Fargo Advisors. Michael is a Certified Financial Planner™, and is licensed to provide financial advice in California and Texas. Michael's specialties include working with high-net-worth individuals, corporations, and trusts and estates. Michael is also a teacher at the University of California, Irvine.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
CA
08/19/2015 - 04/11/2018
J.P. MORGAN SECURITIES LLC (LA JOLLA CA)
CA
05/23/2014 - 07/01/2015
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
MO
10/07/2013 - 05/15/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
04/29/2010 - 09/06/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BC
Issued 05/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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