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Michael Patrick Nanto

No Current Employment Listed

San Diego

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cowboy Recovery 2 years, 7 months Aug 2017 - Present
Cowboy Mechanic 2 years, 7 months Aug 2017 - Present
Jp Morgan Chase Bank 3 years Feb 2017 - Present
Jp Morgan Securities, LLC 3 years Feb 2017 - Present
Mutual of Omaha Investor Services 2 years, 10 months Apr 2014 - Feb 2017
Mutual of Omaha 2 years, 11 months Mar 2014 - Feb 2017
Mitchell1 6 months Oct 2013 - Apr 2014
Wsi-Temp Agency 4 months Jun 2013 - Oct 2013
M Nanto & Associates, LLC 7 years, 1 month Jan 2013 - Present
Michael Nanto 4 years Jan 2009 - Jan 2013
United States Marine Corps 3 years, 8 months Jan 2009 - Sep 2012

Designations & Memberships

  • Retirement Income Certified Professional
    Designation
    Retirement Income Certified Professional
    The American College created the RICP to prepare financial advisers to help customers make sure their nest eggs last and have greater peace of mind during a retirement that could be decades long. It focuses on topics like how to convert your savings into steady retirement income, choosing when to claim Social Security and company retirement benefits, addressing health and long-term care and more.

Articles and Answers

Insights by Michael Nanto

What is A Financial Plan?
Published 2016-02-05 13:03:46
Why work with a Financial Professional
Published 2015-12-22 14:36:58
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Can you locate a 401 (k) that I have with, then Cingular Wireless; now AT&T wireless that's approximately 9 years old?
    Fidelity is the current 401K provider.https://nb.fidelity.com/public/nb/att/homeI would try calling them and giving them your information. They should be able to locate your account....  (more)
    Answered Dec 2015
    How do i know how much money i have in my 401k?
    You should be receiving quarterly statements from the 401K provider, either online or by mail. You can get in touch with you HR personnel who can direct you to the company website. The website will have the most up to date price as well as numerous tools for you to manage your portfolio....  (more)
    Answered Dec 2015
    How do i cash out my fund?
    If you are looking to cash out your fund get in touch with the fund company. Your account statement should list a contact number for you to get in touch with someone.If you are unhappy with the performance or want to switch funds consider sitting down with a professional to figure out what you want...  (more)
    Answered Feb 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Not registered
      • disclosures
        3
      • as of date
        Nov 20, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        2
      • as of date
        Nov 20, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 21, 2019
        • $1.9M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 246
          number of clients
        • $7.9K
          Estimated Average Account Balance Per Client

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements