Michael Victor Berlau

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  D/B/A Creative College Consultants
  Overland Park, KS
• 10/2017 → Present
  Royal Fund Management, Llc
  The Villages, FL
• 01/2007 → Present
  Self Employed
  Overland Park, KS
• 08/2020 → 01/2024
  Estatedocspro
  Overland Park, KS
• 01/2024 → Present
  Estate Guru
  Overland Park, KS

Other Businesses

1) 01/2009 - D/B/A Creative College Consultants; Not investment related; 5247 West 96th St., Overland Park, KS 66207; Sole proprietor; 40 hours per week; 10 hours per week during trading hours; sales and help with financial solutions to pay for college 2) 01/2024 Estate Guru, investment related; Agent; 5247 W 96th Street, Overland Park, KS 66207; Estate Planning Software; Sole Prop; Refer to estate plan pro to execute estate planning documents; approximately 5% of professional time spent; 3) 01/2007 Licensed Independent Insurance Agent; Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-11