Michael T Nesheim

Employer firm

G.w. Sherwold Associates, Inc CRD 42186

$572M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2015 → 08/2023
  Nfp Retirement
  Aliso Viejo, CA
• 06/1998 → 01/2017
  Michael T Rezinas Insurance Services Inc.
  Mission Hills, CA
• 07/2017 → Present
  Benefits Exchange Alliance
  Mission Hills, CA
• 09/2023 → Present
  G.W. Sherwold Associates, Inc.
  Lake Forest, CA

Previous Registrations

• 2015-05-30 → 2023-09-05
  Wealthspire Retirement Advisory
  Mission Hills, CA
  Aliso Viejo, CA

Other Businesses

1) Benefits Exchange Alliance, Senior Benefits Consultant, Michael Nesheim receives compensation from Benefits Exchange Alliance Corporation 2) The Master University - Employee- Teaching, NON Investment Related, 64 hours per month, no compensation

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-30