Michael Don Tinio (CRD# 7473992) is an Investment Advisor Representative working at Fire Wealth Management, LLC in Overland Park, KS and has over 3 years of experience in the finance industry. Michael Don Tinio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Fire Wealth Management LLC | Mayfield, KY | Jul 2023 - Current | < 1 |
Fox & Company Wealth Management | Mayfield, KY | Dec 2021 - Sep 2023 | 1 |
American College Of Financial Services | King Of Prussia, PA | Jul 2021 - Jan 2023 | 1 |
Qspec Solutions, Inc. | Lenexa, KS | Feb 2018 - Dec 2021 | 3 |
Job Searching | Lawrence, KS | Sep 2017 - Jan 2018 | < 1 |
Epic Systems Corporation | Verona, WI | Feb 2014 - Aug 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- KS
- KY
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts248ACCOUNTS
-
Average Account Value$140,810
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
KS, KY, LA, TN, TX
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