Broker Check
Michael P. Costelloe, CFP®

Michael started his career as a Financial Planner with Waddell & Reed in 1990 helping people with their investment and financial planning needs in the Lake Tahoe area. He had previously been in corporate accounting and Hotel Management in the Lake Tahoe area.

Michael was appointed Division Manager for Northern Nevada for Waddell & Reed in 1993 and served in that capacity until 2006. His duties included hiring, training, compliance, office management, and supervision for 20 + Advisors in the Reno Division. His office achieved many company awards during his tenure and Michael personally helped a great number of Advisors start their career in Financial Services. 

In 2006, realizing his true passion was in helping clients with their investment and financial planning needs, Michael opened his own office as an Independent Financial Advisor. He specializes in helping clients plan for their retirement and managing investments in retirement. In addition to retirement planning and investment management, Michael offers corporate retirement plans, estate planning strategies, and Long Term Care Insurance. Life Insurance and Disability Insurance is also available through his office.

Michael has been an Instructor for TMCC’s Workforce Development Program since 2008. He teaches a course on “Retirement Planning Today”.  Michael teaches the course with great passion paired with his knowledge and experience with the subject matter.

Michael has three children. He enjoys playing golf, mountain biking, hiking, traveling, and listening to live music.

FINRA Security Registrations held with LPL Financial:

  • Series 6 - Investment Company Products/Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 63 - Uniform Securities Agent - State License
  • Series 65 - Uniform Investment Advisor Law