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Michael Stephen Nemick

Investment adviser representative at Thrive Retirement Specialists
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$303.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Thrive Retirement SpecialistsMay 2022 to now
  2. Vintage Financial ServicesFeb 2021 to May 2022
  3. Portfolio Solutions LLCMar 2016 to Feb 2021

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 3 states (CA, MI, TX).

Thrive Retirement Specialists

Legal name: Thrive Retirement Specialists L.L.C.

$303.9MAssets managed
70Clients
2Advisers
2 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
6004954
Firm CRD
310289
Advisor's SEC record (opens in a new tab)
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