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||5|
|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||6|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.