Michael Kreimer, financial advisor Charlotte NC

Michael Kreimer

AssetWise Financial

CRD Number: 1451905
Current Firm: Eudaimonia Partners, LLC
Compensation Model: Fee Only

Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eudaimonia Partners, Llc (d/b/a Assetwise Financial Group) Charlotte, NC Oct 2018 - Current 4
Ballantyne Financial Group LLC Charlotte, NC Dec 2010 - Current 12
Compass Securities Corporation Braintree, MA Nov 2018 - Jul 2019 < 1
Raymond James Financial Services, Inc. Charlotte, NC Apr 2009 - Sep 2018 9
Raymond James Financial Services Advisors St Petersburg, FL Apr 2009 - Sep 2018 9
Tmm Realty, LLC Waxhaw, NC Aug 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Michael W. Kreimer
By the Numbers
  • Total Assets Under Management
    982
    MILLIONS
  • Total Number of Accounts
    3,075
    ACCOUNTS
  • Average Account Value
    $319,432
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA

Firm Disclaimer:

AssetWise Financial a d/b/a Eudaimonia Partners, LLC ("Eudaimonia Partners") is a Registered Investment Advisor ("RIA"), located in the State of Tennessee. Eudaimonia Partners provides investment advisory and related services for clients nationally. Eudaimonia Partners will maintain all applicable registration and licenses as required by the various states in which Eudaimonia Partners conducts business, as applicable. Eudaimonia Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://www.assetwisefinancial.com/ or any of the information or services provided by Eudaimonia Partners, LLC (collectively “Eudaimonia Partners, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Eudaimonia Partners in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Eudaimonia Partners reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on February 3, 2021.

Risk Disclosure

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. 

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

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