Michael LewerCRD Number: 308414
Current Firm: Lewer Financial Advisors, LLC
Michael Lewer (CRD# 308414) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Overland Park, KS and has over 25 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Lewer Financial Advisors, LLC||Overland Park, KS||Aug 2012 - Current||10|
|The Lewer Agency, Inc.||Kansas City, MO||Oct 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management11MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$77,901
- 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
- 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
KS, MO, TX
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