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Michael John Weil

Beacon Pointe Advisors, LLC

Newport Beach, CA

Milwaukee, WI

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-20
WI RA APPROVED 2022-01-20
  • TX RA
    APPROVED
    Since 2022-01-20
  • WI RA
    APPROVED
    Since 2022-01-20

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

10700 Research Drive #150, Milwaukee, WI 53226 • 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
Next Generation Wealth Management, Inc. Milwaukee WI 11/2013 12/2021
Beacon Pointe Advisors, Llc Milwaukee WI 01/2022 Present
  • 11/2013 → 12/2021
    Next Generation Wealth Management, Inc.
    Milwaukee, WI
  • 01/2022 → Present
    Beacon Pointe Advisors, Llc
    Milwaukee, WI
Previous Registrations
  • 2013-11-21 → 2022-03-07
    Next Generation Wealth Management, Inc.
    Milwaukee, WI
  • 2004-02-04 → 2013-11-08
    The Milwealth Group, Llc
    Milwaukee, WI
  • 2000-06-12 → 2004-02-05
    Strong Capital Management Inc
    Menomonee Falls, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-02
  • S66 Uniform Combined State Law Examination
    2000-06-02
Designations

View on SEC IAPD

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