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RIA / WealthAdvisor13 years in industry

MICHAEL KENRICK SHEERIN

Advisor at PROACTIVE PLANNING WEALTH ADVISORY

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:f78570ef-8c23-e9ce-b996-4ab3b8c8bd56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 20, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROACTIVE PLANNING WEALTH ADVISORY
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 20, 2015
First registration: May 20, 2015
Dual registered: no
IAPD individual key: 5298801

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROACTIVE PLANNING WEALTH ADVISORY	State registered	May 1, 2024	n/a	yes	OVERLAND PARK, KS	Current employment
TAX FAVORED RETIREMENT	State registered	Nov 14, 2022	Apr 30, 2024	no	KANSAS CITY, MO\|Overland Park, KS\|GLADSTONE, MO	Previous registration
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Jan 14, 2021	Dec 6, 2022	no	SHAWNEE, KS\|CHICAGO, IL	Previous registration
BARBER FINANCIAL GROUP	Former SEC adviser	May 20, 2015	Jan 13, 2021	no	LENEXA, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TAX FAVORED RETIREMENT	PROACTIVE PLANNING WEALTH ADVISORY	Apr 30, 2024	May 1, 2024	1	Firm change	Other
IHT WEALTH MANAGEMENT LLC	TAX FAVORED RETIREMENT	Dec 6, 2022	Nov 14, 2022	-22	Firm change	Ibd to state RIA
BARBER FINANCIAL GROUP	IHT WEALTH MANAGEMENT LLC	Jan 13, 2021	Jan 14, 2021	1	Firm change	RIA to RIA

Relationships

Registered with (4)

→ PROACTIVE PLANNING WEALTH ADVISORYRegistered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ TAX FAVORED RETIREMENTRegistered adviserregistration: previous registration
Nov 14, 2022 to Apr 30, 2024factForm ADV
→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 14, 2021 to Dec 6, 2022factForm ADV
→ BARBER FINANCIAL GROUPRegistered adviserregistration: previous registration
May 20, 2015 to Jan 13, 2021factForm ADV

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
Michael Kenrick Sheerin left Tax Favored Retirement for Proactive Planning Wealth Advisory (registered 2024-05-01)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2022
Advisor changed firm
Michael Kenrick Sheerin left Iht Wealth Management Llc for Tax Favored Retirement (registered 2022-11-14)
Form ADVobserved 5 days ago