Michael KraicsCRD Number: 2925230
Current Firm: Cavanal Hill Investment Management, Inc.
Michael Kraics (CRD# 2925230) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Cavanal Hill Dist.||Londonderry, NH||Oct 2021 - Current||< 1|
|Foreside Financial Services, LLC||Londonderry, ME||Jan 2021 - Sep 2021||< 1|
|Bmo Asset Management Corp.||Londonderry, NH||Dec 2020 - Sep 2021||< 1|
|Northern Trust Bank||Chicago, IL||Apr 2014 - Dec 2020||6|
|Northern Trust Securities, Inc.||Chicago, IL||Apr 2014 - Dec 2020||6|
|Russell Investment Group||Tacoma, WA||Sep 2006 - Apr 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management10,120MILLIONS
Total Number of Accounts2,056ACCOUNTS
Average Account Value$4,921,983
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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
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