Michael Dean Nestman
Investment adviser representative at West Ridge Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$396MFirm assets
Are you Michael Dean Nestman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Udall Cpa Group, PllcJan 2016 to now
- West Ridge Advisors, LLCDec 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
West Ridge Advisors
Legal name: West Ridge Advisors, LLC
$396MAssets managed
744Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5861780
- Firm CRD
- 282718