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Michael Burks Zung

Java Wealth Planning

Lees Summit, MO

CRD 6974834

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Employer firm

Java Wealth Planning CRD 297416

$20.4M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • RECOMMENDS OR REFERS 3RD PARTY TAX PREP SERVICES

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

Current Employers
Java Wealth Planning

Lees Summit, MO • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
NY RA APPROVED 2025-12-03
TX RA APPROVED 2022-02-02
MO RA APPROVED 2018-07-25
  • CA RA
    APPROVED
    Since 2026-01-07
  • NY RA
    APPROVED
    Since 2025-12-03
  • TX RA
    APPROVED
    Since 2022-02-02
  • MO RA
    APPROVED
    Since 2018-07-25

Branch Locations

Lees Summit, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assurant Employee Benefits Kansas City MO 04/2006 12/2017
Employers Insurance Group Kansas City MO 12/2017 12/2019
Java Wealth Planning Lees Summit MO 05/2018 Present
  • 04/2006 → 12/2017
    Assurant Employee Benefits
    Kansas City, MO
  • 12/2017 → 12/2019
    Employers Insurance Group
    Kansas City, MO
  • 05/2018 → Present
    Java Wealth Planning
    Lees Summit, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-24
  • S65 Uniform Investment Adviser Law Examination
    2018-04-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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