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Micah S. Landis

MOUNTAIN VIEW FINANCIAL ADVISORS
Las Vegas, NV
Some features on this profile are disabled
CRD#: 5606338
ML

Professional summary

Micah Sage Landis, ChFC® is a registered financial advisor currently at MOUNTAIN VIEW FINANCIAL ADVISORS located in Las Vegas, Nevada.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Micah has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

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.
Micah Sage Landis is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Mountain View Financial Advisors always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Mountain View Financial Advisors in their capacity as a licensed insurance agent. Photo booth rental; not investment related; Las Vegas, NV; co-owner; 07/2020; 2 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah Sage Landis'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®
ChFC®

Chartered Financial Consultant

Experience

Current

October 12, 2018 - Present

MOUNTAIN VIEW FINANCIAL ADVISORS

RIA
CRD#: 297765
Las Vegas, NV
Past

November 5, 2008 - October 17, 2018

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
LAS VEGAS, NV

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
Nevada
(10/12/2018)
IAR
Texas
(10/15/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/4/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MV
MOUNTAIN VIEW FINANCIAL ADVISORS
MOUNTAIN VIEW FINANCIAL ADVISORS | NV PROP HOLDINGS LLC

CRD#: 297765 / SEC#:

Nevada
Registered Investment Advisory firm - (10/12/2018 Approved)
Texas
Registered Investment Advisory firm - (6/25/2018 Conditional Restricted)
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Contact information

Main Address
Las Vegas, NV
Mailing Address
10161 Park Run Drive Suite 150, Las Vegas, NV 89145
Phone number
(702) 802-3400
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts265
AUM (Assets Under Management)$ 46,955,945

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

MOUNTAIN VIEW FINANCIAL ADVISORS

CRD#: 297765Las Vegas, NV

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