Michael Andrew Mcneal

Current Employers

Employment History

• 07/2016 → 10/2017
  Hd Vest Investment Services
  Fishers, IN
• 07/2016 → Present
  Mcneal Wealth Management, Llc
  Tipton, IN
• 10/2017 → 11/2020
  Avantax Advisory Services
  Tipton, IN
• 10/2017 → 11/2020
  Avantax Investment Services, Inc.
  Tipton, IN
• 03/2017 → 11/2020
  Avantax Insurance Agency, Llc.
  Tipton, IN
• 11/2020 → Present
  Cfd Investments, Inc.
  Kokomo, IN
• 11/2020 → Present
  Creative Financial Designs
  Kokomo, IN

Previous Registrations

• 2017-10-05 → 2020-12-01
  Avantax Advisory Services
  Tipton, IN

Other Businesses

1. McNeal RentalsLLC~Not investment related~116 S Main Street~Tipton~IN~46072~Rental Property Owner/Manager~100% family owned~20hrs~15hrs~Managing Rental Properties 2. McNeal Wealth Management, LLC~'Investment related'~7/1/21 start date-116 S. Main Street, Suite ~Tipton~IN~46072~Financial Services-independent insurance sales~Advisor/Consultant- tax Preparation,-160 hrs/MO-8 hrs during trading . 3. Creative Financial Designs 4. Pan Cognition Systems; Non-Investment related; 512 Macy Way, Greenwood, IN; Pan Cognition Systems will be providing "Solutions as a Service" to clients. Clients can send any number of different requests that will be processed by a unique software / hardware architecture meant to provide solutions at a fraction of the time and energy of more traditional means. This business is currently working on proof of concept for this process; Business Advisor; 07/01/26; 8 hrs/mo; 8 hrs/mo; My main purpose is to advise the board on business reporting, accounting, tax related items, and financial reporting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-22
• S63 Uniform Securities Agent State Law Examination
  2016-11-17

Designations

Other Names

• Michael Mcneal