Michael Emerson, financial advisor Bloomfield Hills MI

Michael Emerson

CRD Number: 2003047
Current Firm: Mariner Wealth Advisors

Michael Emerson (CRD# 2003047) is an Investment Advisor Representative working at Mariner Wealth Advisors in Bloomfield Hills, MI and has over 33 years of experience in the finance industry. Michael Emerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Nicholas Goode, financial advisor Bloomfield Hills MI
Nicholas T. Goode
CRD# 4661126
Lpl Financial LLC
Similar Advisors
Kenneth Duetsch, financial advisor Bloomfield Hills MI
Kenneth R. Duetsch
CRD# 2117710
Grand Capital Advisors, LLC
Similar Advisors
Stephen Schiestel, financial advisor Bloomfield Hills MI
Stephen M. Schiestel
CRD# 7076674
Grand Capital Advisors, LLC
Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors Bloomfield Hills, MI Jun 2022 - Current 1
Emerson Wealth, LLC Troy, MI Aug 2007 - May 2022 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Michael D. Emerson
Phone Number: 913-904-5700
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    65,875
    MILLIONS
  • Total Number of Accounts
    112,465
    ACCOUNTS
  • Average Account Value
    $585,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.