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Michael Wayne Turner

Strategic Asset Planning

Gainesville, FL

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Current Employers
Strategic Asset Planning

7311 Nw 4Th Blvd, Gainesville, FL 32607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-19
  • FL RA
    APPROVED
    Since 2019-09-19

Branch Locations

7311 Nw 4Th Blvd, Gainesville, FL 32607 • 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
Michael Turner, Cpa Lakeland And Gainesville FL 01/2015 Present
  • 01/2015 → Present
    Michael Turner, Cpa
    Lakeland And Gainesville, FL
Other Businesses

INSURANCE SALES/FINANCIAL PLANNER, tax preparation. These are not investment related and I spend about 75% of my time in these areas. All business activities are located at the same address in Gainesville, Florida.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-16
S63 Uniform Securities Agent State Law Examination 1992-03-27
  • S65 Uniform Investment Adviser Law Examination
    2019-05-16
  • S63 Uniform Securities Agent State Law Examination
    1992-03-27

View on SEC IAPD

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