Michael KretzCRD Number: 4440636
Current Firm: Keystone Financial Group, LLC
Michael Kretz (CRD# 4440636) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 16 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Keystone Financial Group, LLC||Lexington, KY||Jan 2014 - Current||4|
|Lpl Financial LLC||Lexington, KY||May 2008 - Current||10|
|Edward Jones||Liexington, KY||Jun 2001 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management302MILLIONS
Total Number of Accounts1,819ACCOUNTS
Average Account Value$166,164
- 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
- Educational seminars/workshops
FL, IN, KY, OH, TN, TX, VI, WA