Michael P. Mansur

ORG PARTNERS

Dallas, TX 75244

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CRD#: 2966580

Professional summary

Michael Peter Mansur, CFP® is a registered financial advisor currently at ORG PARTNERS located in Dallas, Texas and ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 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.

1. Castleview Partners, LLC: Investment related, 8111 Preston Rd, Suite 500, Dallas, TX 75225, RIA- Fee based asset management, Position: IAR, Start Date: 09/2015, 200 hours devoted a month, 8 hours devoted during securities trading hours, Duties: Asset Management business. 2. Insurance Agent out of the Dallas Tx address. Start Date: 09/2015, 200 hours devoted a month, 8 hours devoted during securities trading hours, 3. ORG Partners, President, Investment Related; 13548 Zubrick Rd, Roanoke, IN 46783; 3/2021 ; 8 hours per month with 2 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Mansur's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2005

Experience

Current

May 17, 2021 - Present

ORG PARTNERS

Office #1: 5001 Spring Valley Rd., Suite 810w, Dallas, TX 75244

RIA

CRD#: 312728

Dallas, TX

Current

July 12, 2024 - Present

ASCENTIS WEALTH MANAGEMENT, LLC

Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

RIA

CRD#: 330923

DALLAS, TX

Past

January 28, 2019 - December 31, 2019

CASTLEVIEW ADVISORY

RIA

CRD#: 281688

ADDISON, TX

Past

March 13, 2018 - December 31, 2018

CASTLEVIEW ADVISORY

RIA

CRD#: 281688

ADDISON, TX

Past

March 15, 2016 - December 31, 2017

CASTLEVIEW ADVISORY

RIA

CRD#: 281688

ADDISON, TX

Past

October 12, 2015 - January 28, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Addison, TX

Past

October 9, 2015 - December 31, 2021

CASTLEVIEW PARTNERS, LLC

RIA

CRD#: 281410

Dallas, TX

Past

March 25, 2009 - October 16, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

DALLAS, TX

Past

March 25, 2009 - October 16, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

DALLAS, TX

Past

November 3, 2006 - March 25, 2009

STANFORD GROUP COMPANY

RIA

CRD#: 39285

DALLAS, TX

Past

November 3, 2006 - March 25, 2009

STANFORD GROUP COMPANY

CRD#: 39285

DALLAS, TX

Past

February 21, 2002 - November 8, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ARLINGTON, TX

Past

February 21, 2002 - November 8, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

ARLINGTON, TX

Past

April 21, 1998 - November 28, 2001

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 Approved)

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

Indiana
(6/10/2021)

IAR

Louisiana
(8/29/2023)

IAR

Texas
(5/17/2021)

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 66

Date: 2/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/9/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/20/1998

General Securities Representative Examination

Current Firm

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(260) 469-9173

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORG PARTNERS WRAP BROCHURE (8/27/2025)

ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,747
AUM (Assets Under Management)	$ 772,570,633

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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Firm Stability Insights

Michael P. Mansur

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Mansur's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENTIS WEALTH MANAGEMENT, LLC

CASTLEVIEW ADVISORY

CASTLEVIEW ADVISORY

CASTLEVIEW ADVISORY

PURSHE KAPLAN STERLING INVESTMENTS

CASTLEVIEW PARTNERS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

LORD ABBETT DISTRIBUTOR LLC

Primary Firm SEC Registration

ORG PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2001

SIE

Date: 1/28/2016

Series 31

Date: 5/9/2002

Series 7

Date: 4/20/1998

Current Firm

ORG PARTNERS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORG PARTNERS

TRUST BUT VERIFY

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