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MR

Michael J. Rappa

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CRD#: 4799159
MR

Professional summary


Michael John Rappa was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 2004. Prior to being barred, Michael had worked at 5 firms, which includes LIFEPRO ASSET MANAGEMENT, FORESTERS EQUITY SERVICES INC., PRINCIPAL SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, MSI FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Rappa

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


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

Experience


Past

March 12, 2018 - June 22, 2018

LIFEPRO ASSET MANAGEMENT

RIA
CRD#: 285252
Rocklin, CA
Past

September 30, 2016 - July 31, 2017

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
ROCKLIN, CA
Past

September 2, 2010 - July 31, 2017

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

November 15, 2007 - September 1, 2010

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
ROSEVILLE, CA
Past

July 9, 2004 - September 1, 2010

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
ROSEVILLE, CA
Past

May 26, 2004 - July 6, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 26, 2004 - July 6, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/12/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LA
LIFEPRO ASSET MANAGEMENT
ABRAMS INSURANCE SOLUTIONS | WEALTH FOR LIFE FINANCIAL SOLUTIONS | WAYPOINT FINANCIAL PLANNING | VERITY WEALTH GROUP INC. | VANTAGE FINANCIAL GROUP | TRIUMPH PLANNING SOLUTIONS LLC | SUSAN N. ECKSTEIN AND ASSOCIATES, LLC | SILVER SUMMIT FINANCIAL | SILVER SPRING FINANCIAL SECURITIES | SIAMO INVESTMENT ADVISORS, INC. | SAGE FINANCIAL NETWORK INC. | RULON FINANCIAL & TAX | PLANNED SECURITY RESOURCES | PARAMOUNT FINANCIAL SERVICES | NORTH AMERICAN FINANCIAL | MONSON CAPITAL ADVISORY | MACMUNN FINANCIAL MANAGEMENT, INC. | LIFEPRO ASSET MANAGEMENT, LLC | LIFEPRO ASSET MANAGEMENT LLC. | LIFEPRO ASSET MANAGEMENT | JMS VISIONARY CONCEPTS INC. | INSIGHT COLLEGE & FINANCIAL SOLUTIONS | HOLTZ INSURANCE SERVICES | FOSS FINANCIAL LLC | FIRST FIDUCIARY ADVISORS | FINANCIAL SOLUTIONS NETWORK | DUCERUS WEALTH STRATEGIES | DIAMOND LIFE PLANNING | CREATIVE WEALTH MANAGEMENT, LLC | CLEARVISION PLANNING | CARUTHERS WEALTH SOLUTIONS | AMERICAN RELIABLE INSURANCE SERVICES, INC

CRD#: 285252 / SEC#: 801-118422

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Contact information


Main Address
11512 El Camino Real Suite 100, San Diego, CA 92130
Mailing Address
Phone number
(888) 543-3776
Established
Firm type
Fiscal year end
# of Employees
42

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A AUGUST 2022 (3/12/2024)

Regulatory assets under management


Total Number of Accounts1,105
AUM (Assets Under Management)$ 311,330,551

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


LIFEPRO ASSET MANAGEMENT

CRD#: 285252

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