MS
CFP · ChFC
MS
CFP · ChFC
Michaela Speer is a CFP, ChFC-designated registered investment advisor, based in Nashville, TN, with 7 years of industry experience.
Location
Nashville, TN
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Regulatory History
Clean regulatory record
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
Michaela is an insurance agent selling insurance products through Physicians Thrive, LLC since 2017. This activity takes about half of Michaela's time.
Employment History
Current Registrations
Larson Financial Securities, LLC
May 2023 - Present · 3 yrs 2 mos
Larson Financial Securities, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Larson Financial Group, LLC
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Physicians Thrive Investment Advisors, LLC
March 2018 - January 2024 · 5 yrs 10 mos
State Registrations8 states
CAFLNEOHPATNTXWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.