Michael KiteCRD Number: 5897225
Current Firm: Forum Financial Management, LP
Michael Kite (CRD# 5897225) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 5 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Faermark & Williams, LLC||Lombard, IL||Feb 2012 - Current||4|
|Forum Financial Management, LP||Lombard, IL||Jan 2012 - Current||5|
|Pinnacle Wealth Management, LLC||Lombard, IL||Oct 2011 - Current||5|
|Purshe Kaplan Sterling Investments||Lombard, IL||Jun 2011 - Current||5|
|Forum Financial Management, LLC||Lombard, IL||Jan 2011 - Jan 2012||1|
|Colky & Kirsh Ltd||Chicago, IL||Jun 2010 - Jan 2011||< 1|
|Synergy Legal Professionals||Chicago, IL||Aug 2009 - Jan 2011||1|
|Knosher & Kite, Attorneys At Law||Chicago, IL||Jan 2009 - Jun 2010||1|
|Underground Lounge/yard||Chicago, IL||Mar 2009 - Aug 2009||< 1|
|City Of Chicago - O'hare Modernization Program||Chicago, IL||Jul 2008 - Dec 2008||< 1|
|John Marshall Law School||Chicago, IL||Jan 2006 - Jun 2008||2|
|Law Office Of Michael Helfand||Chicago, IL||Jun 2007 - Aug 2007||< 1|
|Cook County Circuit Court-honorable Jesse G. Reyes||Chicago, IL||Jan 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management2,037MILLIONS
Total Number of Accounts7,269ACCOUNTS
Average Account Value$280,262
- A percentage of assets under your management
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI
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