Michael Kinney, financial advisor Saint Joseph MI
93 score

Michael Kinney

CRD Number: 5439270
Current Firm: Stifel, Nicolaus & Company, Incorporated

Michael Kinney (CRD# 5439270) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. St. Joseph, MI Feb 2015 - Current 1
Wells Fargo Advisors Financial Network LLC St. Joseph, MI May 2009 - Feb 2015 5
Wachovia Securities Financial Network, Llc (11025) St. Joseph, MI Sep 2007 - May 2009 1
Grand Valley State University Allendale, MI Sep 2002 - Sep 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Michael A. Kinney
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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