Michael Lahl
Michael Lahl is a CFP, ChFC-designated registered investment advisor at Vista Advisor Group, LLC, based in Walnut Creek, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 688 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vista Advisor Group offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for more information regarding fees and compensation for these services.
Location
2950 Buskirk Avenue, Suite 350, Walnut Creek, CA, 94597
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an independent insurance agent involved in insurance sales. This activity is investment-related.
Employment History
Current Registrations
Vista Advisor Group, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.