Michael Krumholz (CRD# 1977128) is an Investment Advisor Representative working at Prudeo Partners, LLC in Reading, PA and has over 34 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, Llc Dba Prudeo Partners | Reading, PA | Feb 2024 - Current | < 1 |
| Prudeo Partners, LLC | Reading, PA | May 2022 - Current | 1 |
| Fortune Financial Services, Inc. | Monaca, PA | Dec 2019 - Current | 4 |
| Asset Management And Planning, LLC | Reading, PA | Dec 2019 - May 2022 | 2 |
| Lpl Financial, LLC | Reading, PA | Mar 2017 - Dec 2019 | 2 |
| Independent Advisor Alliance | Charlotte, NC | Mar 2017 - Nov 2019 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2007 - Mar 2017 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2007 - Mar 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management413MILLIONS
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Total Number of Accounts1,473ACCOUNTS
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Average Account Value$280,280
- 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
- Pension consulting services
CA, CO, FL, MA, MD, NC, NY, PA, SC, TX
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