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MA

Michael L. Arbogast

ARBOGAST FINANCIAL ADVISORS
Melbourne, FL 32901
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CRD#: 2872958
MA

Professional summary


Michael Lee Arbogast, CFP®, who also goes by Michael Arbogast, Mike Lee Arbogast, is a registered financial advisor currently at ARBOGAST FINANCIAL ADVISORS, LLC located in Melbourne, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 3 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Investment Planning
Are you a "fiduciary"?
Yes

Aliases


Michael Arbogast | Mike Lee Arbogast

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.
MICHAEL ARBOGAST, CPA, PA - CPA FIRM PROVIDING TAX PREPARATION AND SMALL BUSINESS ACCOUNTING. OWNER/PRESIDENT. 5 - 10 HOURS A WEEK ARE DEVOTED TO BUSINESS ACTIVITIES. DUTIES INCLUDE CONSULTING WITH CLIENTS REGARDING TAX AND SMALL BUSINESS ACCOUNTING MATTERS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Lee Arbogast'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®
CFP®

Start date: 2003

Experience


Current

April 15, 1997 - Present

ARBOGAST FINANCIAL ADVISORS, LLC

Office #1: 108 West New Haven Avenue, Melbourne, FL 32901
RIA
CRD#: 141562
Melbourne, FL
Past

January 5, 2004 - December 31, 2008

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
MELBOURNE, FL
Past

April 16, 2003 - November 17, 2003

CPA FINANCIAL ADVISERS, INC.

RIA
CRD#: 44388
DAYTONA BEACH, FL
Past

March 1, 1999 - November 17, 2003

CPA FINANCIAL ADVISERS, INC.

BD
CRD#: 44388
DAYTONA BEACH, FL

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
(4/15/1997)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/14/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


AF
ARBOGAST FINANCIAL ADVISORS, LLC
ARBOGAST FINANCIAL ADVISORS, INC. | MICHAEL ARBOGAST, CPA, PA | ARBOGAST FINANCIAL ADVISORS, LLC

CRD#: 141562 / SEC#:

Florida
Registered Investment Advisory firm - (4/15/1997 Approved)
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Contact information


Main Address
108 West New Haven Avenue, Melbourne, FL 32901
Mailing Address
Phone number
(321) 723-5480
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts132
AUM (Assets Under Management)$ 48,067,011

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.

Company Information


ARBOGAST FINANCIAL ADVISORS, LLC

CRD#: 141562Melbourne, FL 32901

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Contact information


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