Michael Murff, financial advisor Lees Summit MO

Michael Murff

CRD Number: 7013462
Current Firm: Oak Road Wealth Management

Michael Murff (CRD# 7013462) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 5 years of experience in the finance industry.

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Shepard Wealth Management, LLC Lee's Summit, MO Sep 2020 - Current 3
Commonwealth Financial Network Waltham, MA Jul 2020 - Sep 2020 < 1
Friedline Financial Lees Summit, MO Oct 2018 - Sep 2020 1
Usa Financial Securities Ada, MI Oct 2018 - Jul 2020 1
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Matrix Medicl Network Kansas City, MO Aug 2017 - Jun 2020 2
Brent Murff Fnp Lees Summit, MO Mar 2016 - Apr 2020 4
Farmers Insurance Kansas City, MO Apr 2018 - Aug 2018 < 1
World Care Plus Lee's Summit, MO Mar 2018 - Aug 2018 < 1
Kindred Hospice Kansas City, MO Nov 2017 - May 2018 < 1
Kc Hospitalists Overland Park, KS Feb 2016 - May 2018 2
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Michael B. Murff
Phone Number: 816-721-9188
Registered State(s):
  • MO
Current Firm Details
Oak Road Wealth Management
Firm's CRD Number: 284446
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $215,611
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MO

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