Michael Ball (CRD# 5898111) is an Investment Advisor Representative working at Commonwealth Financial Network in Overland Park, KS and has over 7 years of experience in the finance industry.
CRD# 4412753
Nextgen Wealth, LLC
Score
108
CRD# 821456
Searcy Financial Services, Inc.
Score
105
CRD# 5110433
Communityamerica Financial Solutions, LLC
Score
93
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Advisors | Overland Park, KS | Jan 2015 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Jan 2015 - Current | 3 |
| Client One Securities, LLC | Overland Park, KS | Jan 2013 - Jan 2015 | 2 |
| Benchmark Financial Group | Overland Park, KS | Jan 2011 - Jan 2015 | 4 |
| Sunset Financial Services | Kansas City, MO | Mar 2011 - Dec 2012 | 1 |
| Executive Financial Partners | Kansas City, MO | May 2010 - Dec 2010 | < 1 |
| Rehab Care Group | North Kansas City, MO | Jul 2009 - May 2010 | < 1 |
| Unemployed - Voluntarily | Independence, MO | Nov 2008 - Jun 2009 | < 1 |
| Dental Implant Diagnostic And Treatment Center | Leawood, KS | Nov 2007 - Oct 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- KS
- MO
-
Total Assets Under Management61,475MILLIONS
-
Total Number of Accounts261,237ACCOUNTS
-
Average Account Value$235,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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
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