Kirk Michel, financial advisor Bethesda MD
93 score

Kirk Michel

CRD Number: 4565920
Current Firm: Advice And Planning Services

Kirk Michel (CRD# 4565920) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Bethesda, MD Feb 2016 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Bethesda, MD Feb 2016 - Current < 1
Pnc Bank Annapolis, MD Dec 2005 - Jan 2016 10
Pnc Investments Annapolis, MD Aug 2013 - Dec 2015 2
Pnc Investments Potomac, MD Nov 2008 - Jun 2012 3
Pnc Investments Bethesda, MD Feb 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Kirk D. Michel
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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