Michael Neuenschwander, financial advisor The Woodlands TX

Michael Neuenschwander

CRD Number: 4212297
Current Firm: Outlook Wealth Advisors, LLC

Michael Neuenschwander (CRD# 4212297) is an Investment Advisor Representative working at Outlook Wealth Advisors, LLC in The Woodlands, TX and has over 23 years of experience in the finance industry. Michael Neuenschwander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Outlook Wealth Advisors, LLC Shenandoah, TX Jun 2018 - Current 5
Global Financial Private Capital, LLC Sarasota, FL Sep 2011 - Jan 2019 7
Gf Investment Services, LLC Sarasota, FL Sep 2011 - Dec 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
Contact Info for Michael A. Neuenschwander
Phone Number: 281-872-1515
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    463
    MILLIONS
  • Total Number of Accounts
    2,561
    ACCOUNTS
  • Average Account Value
    $180,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CO, FL, LA, OK, TX

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