Michael A. Laheta

EVERYPLAN FINANCIAL

LAS VEGAS, NV

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CRD#: 8027453

Professional summary

Michael Andrew Laheta, who also goes by Mike Laheta, is a registered financial advisor currently at EVERYPLAN FINANCIAL located in Las Vegas, Nevada.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Laheta

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.

Michael Andrew Laheta brings a wealth of experience from his prior career in professional sports and motorsports, spanning over 12 years. He leverages this expertise in his role as a professor at Belmont Abbey College, where he teaches various courses, including but not limited to "Revenue Generation in Sports/Motorsports." From time to time, Michael Andrew Laheta may also be retained for consulting work within the sports and entertainment industry. While establishing EveryPlan, he reserves the right to accept W2 employment offers related to his background in sports and entertainment. It is important to note that these additional activities could potentially place constraints on the time the adviser has available to dedicate to EveryPlan matters. However, Michael Andrew Laheta is committed to responding to all client inquiries within one business day unless extenuating circumstances arise. He also pledges to maintain scheduled client meetings, conduct regular portfolio reviews, and fulfill all agreed-upon deliverables. Michael Andrew Laheta's diverse professional engagements bring a unique perspective and valuable experience to EveryPlan, ensuring clients receive informed and comprehensive financial advice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Laheta'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®

None

Experience

Current

February 3, 2025 - Present

EVERYPLAN FINANCIAL

RIA

CRD#: 334519

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
(2/3/2025)

IAR

Texas
(8/19/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/16/2023

Uniform Investment Adviser Law Examination

Current Firm

EVERYPLAN FINANCIAL

EVERYPLAN FINANCIAL | EVERYPLAN FINANCIAL, LLC | EVERYPLAN FINANCIAL LLC

CRD#: 334519 / SEC#:

Nevada

Registered Investment Advisory firm - (1/31/2025 Approved)

Texas

Registered Investment Advisory firm - (8/19/2025 Approved)

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Contact information

Main Address

Round Rock, TX

Mailing Address

Phone number

(702) 690-9566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Laheta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EVERYPLAN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2023

Current Firm

EVERYPLAN FINANCIAL

Contact information

Documents

Red Flags

Company Information

EVERYPLAN FINANCIAL

TRUST BUT VERIFY

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