Michael L. Sharp
SHARP WEALTH MANAGEMENT | Sr. Wealth Advisor
SPRINGFIELD, MO 65802
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CRD#: 6605015
Professional summary
Michael Lee Sharp, CFP® is a registered financial advisor currently at SHARP WEALTH MANAGEMENT located in Springfield, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Mike has succeeded in a variety of roles and disciplines during his career, which has been critical in shaping his approach to understanding and ensuring clients are best situated toward achieve their financial goals and objectives. In addition to his experiences as an Air Force Officer, his experience ranges from running large programs at fortune 500 companies to leading multi-national engineering teams in the financial software industry. This affords Mike the ability to assist his client is a wide variety of areas, ranging from Compensation structure / negotiation while employed, to tax and distribution planning during retirement. All of which results in enabling clients to confidently navigate the various financial challenges and decisions they face along their financial journey.
Prior to joining Mercer Advisors, Mike spent the first 5 years of his career as an officer in the US Air Force, 2 years as a consultant with Arthur Anderson, the next 12 years in the financial software industry working for Intuit, the last 6 years as a Partner with the wealth management firm Heim, Young & Associates, Inc. He is married with 4 children, a sports enthusiast, and a member of Holy Trinity Church.
Question & Answer
What are your service offerings?
Long-term Care
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Retirement Income Management
Tax Planning
Estate Planning
Education Planning
Retirement Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
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. Heim, Young & Associates Inc. DBA MA Brokerage Solutions; Investment-related; 1256 E. Kingsley Street, Springfield, MO 65804; Up to 40 hrs./week; Provides brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer. 2. Mercer Global Advisors Inc., investment related. 1200 17th St Suite 500 Denver CO, Senior Wealth Advisor, 4/2022, up to 40 hrs/week. I provide financial advice and planning for clients, which may also include insurance sales or consultation.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lee Sharp'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: 2017
Experience
Current
July 25, 2025 - Present
SHARP WEALTH MANAGEMENT
Office #1: 520 S. Union Ave, Springfield, MO 65802RIA
CRD#: 335140
SPRINGFIELD, MO
Past
May 24, 2022 - June 24, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Springfield, MO
Past
November 3, 2016 - September 26, 2022
HYA ADVISORS, INC
RIA
CRD#: 106691
SPRINGFIELD, MO
Past
February 9, 2016 - June 24, 2025
HEIM, YOUNG & ASSOCIATES, INC.
BD
CRD#: 38993
SPRINGFIELD, MO
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
Missouri(7/25/2025)
IAR
Texas(7/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SW
SHARP WEALTH MANAGEMENT
SHARP WEALTH MANAGEMENT | SHARP WEALTH MANAGEMENT LLC
CRD#: 335140 / SEC#: 801-133971
RIA
Registered Investment Advisory firm - (10/29/2025 Terminated)Missouri
Registered Investment Advisory firm - (10/29/2025 Approved)Texas
Registered Investment Advisory firm - (9/17/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
520 S. Union Ave, Springfield, MO 65802
Mailing Address
Phone number
(417) 990-5412
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
SHARP WEALTH MANAGEMENT
Sr. Wealth AdvisorCRD#: 335140Springfield, MO 65802TRUST BUT VERIFY
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Contact information
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