Michael KinneyCRD 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.
Kfg Wealth Management, LLC
Questar Asset Management, Inc.
|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|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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