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Michael Jerry Snasel

Simplicity Wealth

Kingwood, TX

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-02-14
TX RA APPROVED 2025-02-13
  • UT RA
    APPROVED
    Since 2025-02-14
  • TX RA
    APPROVED
    Since 2025-02-13

Branch Locations

1110 King Wood Drive Suite 232, Kingwood, TX 77339 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
Vantage Financial Group South Jordan UT 01/1997 Present
Horter Investment Management, Llc Cincinnati OH 05/2014 08/2018
Lifepro Asset Management, Llc San Diego CA 08/2018 02/2025
Simplicity Wealth Summit NJ 02/2025 Present
Previous Registrations
Other Businesses

VANTAGE FINANCIAL GROUP, INVESTMENT-RELATED; 11311 RED CANYON CT, SOUTH JORDAN, UT 84095; OWNER; Start Date 01/997; 160 HOURS A MONTH; CLIENT ACCT MGMT, RETIREMENT INCOME PLANNING, FINANCIAL NEEDS ANALYSIS, SOCIAL SECURITY OPTIMIZATION, LEGACY PLANNING, HELPING CLIENTS ORGANIZE IMPORTANT FINANCIAL DOCUMENTS, SELLS LIFE INSURANCE AND ANNUITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-31
S63 Uniform Securities Agent State Law Examination 1984-01-03
  • S65 Uniform Investment Adviser Law Examination
    2007-05-31
  • S63 Uniform Securities Agent State Law Examination
    1984-01-03
Other Names
  • Mike Snasel

View on SEC IAPD

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