Michael KaneCRD Number: 5274058
Current Firm: Wbi Investments, Inc.
Michael Kane (CRD# 5274058) is an Investment Advisor Representative working at Wbi Investments, Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Quasar Distributors, LLC||Milwaukee, WI||Mar 2011 - Current||5|
|Wbi Investments||Red Bank, NJ||Feb 2011 - Current||5|
|Unemployed||St. Louis, MO||Dec 2010 - Jan 2011||< 1|
|Ing||West Chester, PA||Jan 2007 - Nov 2010||3|
|Directed Services LLC||West Chester, PA||Jan 2007 - Nov 2010||3|
|Sun Microsystems||St.louis, MO||Oct 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
Total Assets Under Management3,069MILLIONS
Total Number of Accounts11,686ACCOUNTS
Average Account Value$262,596
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV