Michael Kreimer
CRD Number: 1451905
Current Firm: Newedge Advisors
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.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 2754864
Deane Retirement Strategies, Inc.
CRD# 2407195
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Nov 2023 - Current | < 1 |
| Eudaimonia Partners, Llc (d/b/a Assetwise Financial Group) | Charlotte, NC | Oct 2018 - Current | 5 |
| Ballantyne Financial Group LLC | Charlotte, NC | Dec 2010 - Current | 13 |
| 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 |
- NH
- NC
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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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