Michael Lee Moravec

Current Employers

Employment History

• 10/2001 → Present
  Moravec & Associates, Cpa, P.C.
  David City, NE
• 01/2002 → 11/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 08/2007 → 11/2016
  Vsr Advisory Services
  Overland Park, KS
• 07/2009 → Present
  Moravec Financial Advisors, Inc
  David City, NE
• 09/2016 → 01/2017
  Summit Brokerage Services, Inc.
  David City, NE
• 09/2016 → 01/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 01/2017 → 06/2024
  Securities America, Inc.
  David City, NE
• 01/2017 → Present
  Wealthplan Partners, Inc
  Omaha, NE
• 01/2020 → Present
  Wealthplan Partners, Llc
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  David City, NE

Previous Registrations

• 2017-01-30 → 2020-07-10
  Wealthplan Partners
  David City, NE
• 2016-09-01 → 2017-01-24
  Summit Financial Group Inc
  David City, NE
• 2016-09-08 → 2016-11-02
  Vsr Financial Services, Inc.
  Overland Park, KS
  David City, NE
• 2003-02-18 → 2016-09-01
  Vsr Financial Services, Inc.
  David City, NE
  David City, NE
  Overland Park, KS
  Overland Park, KS
• 2002-02-12 → 2003-02-11
  The Masters, Inc.
  0Verland Pk, KS

Other Businesses

1) Moravec & Associates, CPA PC Position: CPA - Nature: CPA firm providing tax and accounting services - Investment Related: No - Hours: 70 - Securities Trading Hours: 50 - Start Date: 10/2001 - Address: 527 N 4th St, David City, NE, 68632 2) Moravec Farms, LLC Position: Farm Labor - Nature: Farming business - Investment Related: No - Hours: 5 - Securities Trading Hours: 2 - Start Date: 4/2011 - Address: PO Box 230, David City, NE 68632 3) Moravec Financial Advisors, Inc - DBA Position: Advisor - Nature: Life and LTC Insurance and Fixed Annuity Sales - Investment Related: Yes - Hours: 3 - Securities Trading Hours: 2 - Start Date: 10/2001 - Address 527 N 4th St., David City, NE 68632 4) WealthPlan Partners Position: Financial Advisor - Nature: Affiliation with new RIA, WealthPlan Partners - Investment Related: Yes - Hours: 150 - Securities Trading Hours: 100 - Start Date: 12/2016 - Address: 527 N 4th St, David City, NE 68632 5) AQUINAS/ ST. MARY'S CATHOLIC SCHOOL BOARD OF ADVISORS POSITION: advisor NATURE: St. Mary's and Aquinas Catholic Schools asked me to serve on their Advisory Board. This board is advisory only and holds no authoritative powers. It is meant to advise them on overall organizational issues, mainly Education, Student Life, Facilities, Governance, and Finances/ Budgeting. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2017 ADDRESS: 3420 MN Rd, PO Box 149, David City NE 68632 6) NOTARY POSITION: Notary NATURE: Public Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/12/2023 ADDRESS: 527 4th st., David City NE 68632 DESCRIPTION: Public Notary. 7) MORAVEC PROPERTIES LLC POSITION: My wife takes care of most of it. She is the 100% owner of the LLC NATURE: Residential Rental House INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2024 ADDRESS: 4002 N Rd, David City NE 68632 DESCRIPTION: 4 bedroom rental house

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-30
• S63 Uniform Securities Agent State Law Examination
  1998-01-16

Other Names

• Mike Moravec