Unclaimed Profile

Michael Dean Nestman

WEST RIDGE ADVISORS, LLC·HENDERSON, Nevada

Series 7, Series 66CFPClean record15 years registeredWEST RIDGE ADVISORS, LLC

1528 W. WARM SPRINGS RD #120, HENDERSON, NV 89014CRD# 5861780Firm CRD# 282718

Profile Verification

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

Identity

Michael Dean Nestman · HENDERSON, NV

Registration

CRD #5861780 · WEST RIDGE ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WEST RIDGE ADVISORS

Apr 2016 – present

ARISTA WEALTH MANAGEMENT, LLC

May 2012 – Dec 2015

LAS VEGAS, NV

HIGHTOWER ADVISORS, LLC

May 2011 – May 2012

PALM DESERT, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2011 – May 2011

INDIAN WELLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 26, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST RIDGE ADVISORS, LLC

CRD 282718 · SEC 801-118247

AUM

$189M

Regulatory assets under management

Employees

690 client accounts

Services offered by WEST RIDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEST RIDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Dean Nestman offer?

Michael Dean Nestman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HENDERSON, Nevada for a consultation.

What are Michael Dean Nestman's credentials?

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

Where is Michael Dean Nestman located?

Michael Dean Nestman is based in HENDERSON, Nevada, working with WEST RIDGE ADVISORS, LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.

How does Michael Dean Nestman charge for services?

Michael Dean Nestman'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 WEST RIDGE ADVISORS, LLC?

WEST RIDGE ADVISORS, LLC has approximately 11 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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