Michael Hunsberger
APFORIA
Saint Charles, MO
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CRD#: 7426420
Professional summary
Michael Hunsberger, CFP®, who also goes by Mike Hunsberger, is a registered financial advisor currently at APFORIA located in Saint Charles, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 2 firms and has passed the Series 65 exam.
Biography
Mike Hunsberger, ChFC®, CFP® launched Next Mission Financial Planning in 2021 after spending 25 years in the Air Force. He was always the person friends, family, and other military members would ask about finances will in the Air Force.
Mike’s goal is to help military and veteran families align their resources with their values to enable their best lives now.
Mike is an avid runner and skier and loves live music.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Education Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Federal Employees
Generation X
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Mike Hunsberger
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.
College Aid Pro not investment-related 10 Federal Street #410, Salem, MA, 01970 higher education consulting 1099 employee College Funding Expert began employment 8/2023 work less than 5 hours per month most hours are outside of securities trading hours choosing a college, cost analysis, college aid, applications, and appeals
CRS (Client Relationship Summary) - RIA
Click below to view Michael Hunsberger'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: 2022
Experience
Current
October 9, 2024 - Present
APFORIA
RIA
CRD#: 327176
Saint Charles, MO
Past
September 21, 2021 - January 8, 2025
NEXT MISSION FINANCIAL PLANNING
RIA
CRD#: 316353
ST CHARLES, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
CRD#: 327176 / SEC#: 801-128361
RIA
Registered Investment Advisory firm - (8/2/2023 Approved)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(1/8/2025)
IAR
Texas(10/9/2024)
Current Firm
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
CRD#: 327176 / SEC#: 801-128361
RIA
Registered Investment Advisory firm - (8/2/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452
Mailing Address
Phone number
(833) 780-2487
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 959 |
| AUM (Assets Under Management) | $ 96,324,578 |
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.
