Michael John Capelle

Current Employers

Employment History

• 07/2004 → 03/2022
  United Capital Financial Advisers, Inc.
  Newport Beach, CA
• 12/2022 → Present
  Modern Wealth Management, Llc
  Monterey, CA
• 04/2022 → 11/2022
  Unemployed
  N/A, CA

Previous Registrations

• 2005-06-27 → 2022-04-29
  United Capital Financial Advisors
  Newport Beach, CA
  Newport Beach, CA
• 2008-08-26 → 2008-12-24
  Integrated Financial Management Inc
  Northbrook, IL
• 2005-06-27 → 2007-12-31
  United Capital Investment Advisers, Inc
  Newport Beach, CA
• 2005-03-17 → 2006-04-26
  Financial Synergies Advisory, Ltd.
  Houston, TX

Other Businesses

MEMBER OF AUSSIE HOLDINGS LLC, AND INVESTMENT RELATED COMPANY. 1991 S. CALLE MONTANOSA, GREEN VALLEY, ARIZONA, 85614 STARTED IN 01/1999, THE COMPANY INVESTS IN REAL-ESTATE AND OTHER INVESTMENTS. TIME COMMITMENT IS APPROXIMATELY ONE HOUR PER MONTH. RESPONSIBILITIES INCLUDE MAINTAINING A CONSERVATIVE, LOW TURN-OVER INVESTMENT PORTFOLIO OF FAMILY-RELATED ASSETS. I am on the advisory board for MaxMyInterest, and I do not receive commissions from this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-15

Other Names

• Mike Capelle
• Michael Capelle
• Michael John Capelle
• Michael John Capelle