Michael W. Turner

STRATEGIC ASSET PLANNING

Gainesville, FL 32607

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CRD#: 2200353

Professional summary

Michael Wayne Turner is a registered financial advisor currently at STRATEGIC ASSET PLANNING located in Gainesville, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES/FINANCIAL PLANNER, tax preparation. These are not investment related and I spend about 75% of my time in these areas. All business activities are located at the same address in Gainesville, Florida.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Wayne Turner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2019 - Present

STRATEGIC ASSET PLANNING

Office #1: 7311 Nw 4th Blvd, Gainesville, FL 32607

RIA

CRD#: 304415

Gainesville, FL

Past

October 28, 1996 - March 31, 2000

THE INVESTMENT CENTER, INC.

CRD#: 17839

BEDMINSTER, NJ

Past

January 30, 1992 - October 24, 1996

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/29/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/1997

General Securities Principal Examination

Current Firm

STRATEGIC ASSET PLANNING

LIBERTY TAX | TURNER, MICHAEL | STRATEGIC ASSET PLANNING | MICHAEL TURNER CPA

CRD#: 304415 / SEC#:

Florida

Registered Investment Advisory firm - (9/19/2019 Approved)

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Contact information

Main Address

7311 Nw 4th Blvd, Gainesville, FL 32607

Mailing Address

Po Box 579, Alachua, FL 32616

Phone number

(863) 521-3035

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 22,994,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael W. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Wayne Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ASSET PLANNING

THE INVESTMENT CENTER, INC.

CINCINNATI ANALYSTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2019

Series 63

Date: 3/27/1992

Series 7

Date: 1/29/1992

Series 24

Date: 1/24/1997

Current Firm

STRATEGIC ASSET PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ASSET PLANNING

TRUST BUT VERIFY

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