MM
CFP
MM
CFP

Michael Mcneal

9 Years of Experience
Tipton, IN
BrokerSells Insurance

Michael Mcneal is a CFP-designated registered investment advisor, based in Tipton, IN, with 9 years of industry experience.

Location

116 So. Main St, Tipton, IN, 46072

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History

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.

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Other Business ActivitiesSells Insurance

Michael manages family-owned rental properties, dedicating about 10-20% of his time. He also works full-time as an advisor/consultant and provides tax preparation services through McNeal Wealth Management, LLC, and is associated with Creative Financial Designs.

Employment History
Current Registrations
Creative Financial Designs, INC.
November 2020 - Present · 5 yrs 8 mos
Cfd Investments, INC.Broker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Avantax Advisory Services
October 2017 - December 2020 · 3 yrs 2 mos
Avantax Investment Services, INC.Broker
October 2016 - December 2020 · 4 yrs 2 mos
State Registrations9 states
CAFLGAINNCOHTNTXWA
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.
Michael Mcneal - Financial Advisor | TrueAdvisor