Unclaimed Profile

Michael David Sutherland

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record19 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 4555816Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael David Sutherland · TEMECULA, CA

Registration

CRD #4555816 · THE PLANNERS NETWORK, INC. · 19 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2017 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Sep 2006 – Nov 2017

SUN VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 18, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEMECULA?

Browse all registered financial advisors in TEMECULA, California or claim this profile if it's yours.

Browse TEMECULA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael David Sutherland offer?

Michael David Sutherland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Michael David Sutherland's credentials?

Michael David Sutherland holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael David Sutherland located?

Michael David Sutherland is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Michael David Sutherland charge for services?

Michael David Sutherland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →