Michael Sisson (CRD# 4513848) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Olathe, KS and has over 22 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Olathe, KS | Apr 2019 - Current | 5 |
| Securities America, Inc. | Olathe, KS | Apr 2019 - Current | 5 |
| Summit Financial Group | Overland Park, KS | Jun 2010 - Apr 2019 | 8 |
| Summit Brokerage Services | Overland Park, KS | Jun 2010 - Apr 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- KS
- TX
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Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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