This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PLANNING WORKS ADVISORY, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 12, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jan 12, 1989

First registration

Jun 26, 2002

Dual registered

no

Other names

MIKE FEATHERSTON

IAPD individual key

1885948

• Occurred

  Apr 26, 2022
  Advisor changed firm

  Mikiel Ray Featherston left Waterloo Capital for Planning Works Advisory, Inc. (registered 2022-04-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0738b272-1222-1d7b-dbd6-2ccaef616720

First observed

Jun 26, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.