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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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MG

Michael L. Gay

PLANVESTING
Fenton, MI
Some features on this profile are disabled
CRD#: 5086610
MG

Professional summary

Michael Leland Gay, CFP® is a registered financial advisor currently at PLANVESTING, LLC located in Fenton, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 2 firms .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Leland Gay'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®

Certified Financial Planner

Start date: 2004

Experience

Current

October 4, 2013 - Present

PLANVESTING, LLC

RIA
CRD#: 168260
Fenton, MI
Past

January 12, 2012 - January 2, 2013

CHESME CAPITAL MANAGEMENT

RIA
CRD#: 129342
DEWITT, MI

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
Michigan
(10/4/2013)

Exams

Current Firm

PL
PLANVESTING, LLC
PLANVESTING, LLC | PROBITY FINANCIAL ADVISORS, LLC

CRD#: 168260 / SEC#:

Michigan
Registered Investment Advisory firm - (10/4/2013 Approved)
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Contact information

Main Address
Grayling, MI
Mailing Address
Phone number
(810) 923-0165
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 11,508,314

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

PLANVESTING, LLC

CRD#: 168260Fenton, MI

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