Michael Eugene Mcerlane
CFP®Professional Summary
Michael Eugene Mcerlane, CFP®, who also goes by Michael Mcerlane, Mike Mcerlane, is a registered financial advisor currently at COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC located in Frisco, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Cashflow & Budgeting
- Tax Planning
- Business Services
- Retirement Planning
- Education Funding
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
Other Aliases
Michael Mcerlane, Mike Mcerlane
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC
Contact Information
Main Address
Frisco, TXPhone Number
(319) 541-5767# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/16/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2018About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Eugene Mcerlane's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Cashflow & Budgeting
- Tax Planning
- Business Services
- Retirement Planning
- Education Funding
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
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