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Michael Hunsberger

Michael Hunsberger

CFP®
APFORIA
Saint Charles, MO
·CRD# 7426420·7 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Education Funding
  • Tax Planning
  • Estate & Legacy Planning

Specializations

Federal Employees
Generation X

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.

Other Aliases

Mike Hunsberger

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

CFP®
Certified Financial PlannerSince 2022

Years of Experience

7 years in the financial services industry

Current & Past Employments

APFORIA·CRD# 327176
RIA
Saint Charles, MO
October 9, 2024 - Present
NEXT MISSION FINANCIAL PLANNING·CRD# 316353
RIA
St Charles, MO
September 21, 2021 - January 8, 2025

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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 - SEC (8/2/2023 Approved)

Contact Information

Main Address

240 Mustang Trail Ste 10, Virginia Beach, VA 23452

Phone Number

(757) 752-8055

# of Employees

19

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,228

AUM (Assets Under Management)

$101,914,296

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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.

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

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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 - SEC (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.
IAR
Missouri
(1/8/2025)
IAR
Texas
(10/9/2024)

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 65 — Uniform Investment Adviser Law Examination

Passed Oct 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Hunsberger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Michael

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Education Funding
  • Tax Planning
  • Estate & Legacy Planning

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Michael Hunsberger
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